SS SPDR BB 1-3M T-Bill ETFBILETF
13F holders, Q2 2025 (June 30)1,177holders +9
105new positions
98sold out
5famous investors
$91.69avg. 13F price*
At the end of Q2 2025, 1,177 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, up 9 from Q1 2025. 105 opened new positions and 98 sold out. The largest holders were Morgan Stanley ($2.1B), Bank of America Corp. ($1.6B) and LPL Financial LLC ($1.2B). 5 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR BB 1-3M T-Bill ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78468R663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $414.4M |
| Exits | 98 | $362.8M |
All 13F filers, Q1 2025 → Q2 2025: 36,676,268 shares bought and 34,118,930 shares sold, net +2,557,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,177 holders
| Morgan Stanley | 0.14% | Add +5.2% | 22,759,012 | $2.1B |
| Bank of America Corp. | 0.13% | Add +14.6% | 17,775,986 | $1.6B |
| LPL Financial LLC | 0.40% | Add +5.1% | 13,136,942 | $1.2B |
| UBS Group AG | 0.16% | Add +21.5% | 8,213,071 | $753.4M |
| Royal Bank of Canada | 0.14% | Add +15.4% | 7,946,823 | $729.0M |
| Wells Fargo & Company | 0.13% | Reduce -3.3% | 6,581,403 | $603.7M |
| Captrust Financial Advisors | 1.18% | Add +75.6% | 5,777,775 | $530.0M |
| Envestnet Asset Management Inc. | 0.15% | Reduce -13.5% | 5,654,998 | $518.6M |
| Stifel Financial Corp. | 0.44% | Reduce -10.8% | 4,886,214 | $448.2M |
| Capital Wealth Planning, LLC | 3.00% | Reduce -23.6% | 4,141,721 | $379.9M |
| Raymond James Financial Inc. | 0.13% | Add +39.9% | 4,041,128 | $370.7M |
| Capital International Investors | 0.06% | Add +69.9% | 3,994,685 | $366.4M |
| Truist Financial Corp. | 0.46% | Add +6.0% | 3,389,965 | $311.0M |
| Agf Management Ltd. | 1.29% | Add +25.4% | 3,076,049 | $282.2M |
| Assetmark, Inc. | 0.65% | Reduce -58.6% | 3,015,871 | $276.6M |
| Osaic Holdings, Inc. | 0.44% | Add +17.8% | 2,700,899 | $247.8M |
| 3EDGE Asset Management, LP | 14.46% | Add +30.0% | 2,535,005 | $232.5M |
| Cetera Investment Advisers | 0.38% | Reduce -1.8% | 2,448,828 | $224.6M |
| Cwm, LLC | 0.76% | Add +16.2% | 2,360,037 | $216.5M |
| Oppenheimer Asset Management Inc. | 2.47% | Add +9.1% | 2,349,976 | $215.6M |
| AQR Capital Management | 0.17% | Add +85.6% | 2,209,801 | $202.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.71% | Add +5.3% | 2,068,499 | $189.1M |
| Ieq Capital, LLC | 1.13% | Add +68.9% | 2,008,178 | $184.2M |
| BlackRock, Inc. | 0.00% | Add +13.4% | 1,648,541 | $151.2M |
| Rockefeller Capital Management L.P. | 0.32% | Add +108.3% | 1,557,886 | $147.5M |
| Ameriprise Financial Inc. | 0.03% | Add +2.6% | 1,535,252 | $140.7M |
| Cambridge Investment Research Advisors, Inc. | 0.42% | Add +2.4% | 1,515,085 | $139.0M |
| Creative Planning | 0.11% | Reduce -0.4% | 1,418,730 | $130.1M |
| Sandhill Capital Partners LLC | 9.05% | Add +3.6% | 1,373,487 | $126.0M |
| Howard Capital Management, LLC | 1.88% | Add +3.3% | 1,371,416 | $125.8M |
| Ashton Thomas Private Wealth, LLC | 4.22% | Add +5.3% | 1,304,013 | $119.6M |
| Dakota Wealth Management | 2.46% | Reduce -30.9% | 1,275,573 | $117.0M |
| Foundations Investment Advisors, LLC | 1.70% | Add +41.9% | 1,172,024 | $107.5M |
| Eagle Capital Management LLC | 0.32% | Reduce -9.2% | 1,064,413 | $97.6M |
| MBL Wealth, LLC | 8.33% | Reduce -15.5% | 948,411 | $87.0M |
| Commonwealth Equity Services, LLC | 0.11% | Add +3.0% | 928,738 | $85.2M |
| Sprott Inc. | 4.15% | Add +224.6% | 904,458 | $83.0M |
| Private Advisor Group, LLC | 0.44% | Reduce -4.3% | 891,739 | $81.8M |
| Axxcess Wealth Management, LLC | 1.95% | Add +13.7% | 886,902 | $81.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +7.8% | 859,682 | $78.9M |
| CX Institutional | 2.56% | Add +10163.3% | 801,463 | $73.5M |
| JNBA Financial Advisors | 7.06% | Add +5.5% | 800,386 | $73.4M |
| Mariner, LLC | 0.10% | Reduce -21.8% | 762,476 | $69.9M |
| Scharf Investments, LLC | 2.01% | Reduce -30.9% | 760,224 | $69.7M |
| Moneta Group Investment Advisors LLC | 0.81% | Add +19.5% | 737,034 | $67.6M |
| Capital Asset Advisory Services LLC | 3.05% | Add +1.8% | 714,115 | $65.3M |
| Baird Financial Group, Inc. | 0.11% | Add +3.6% | 703,737 | $64.6M |
| HighTower Advisors, LLC | 0.08% | Add +2.6% | 701,142 | $64.3M |
| Composition Wealth, LLC | 1.05% | Reduce -19.9% | 683,378 | $62.7M |
| Citigroup Inc. | 0.04% | Reduce -66.3% | 680,889 | $62.5M |
| Running Point Capital Advisors, LLC | 16.86% | Add +25.9% | 666,043 | $61.1M |
| Synergy Asset Management, LLC | 6.69% | Add +19.6% | 637,800 | $58.5M |
| Capital Investment Advisory Services, LLC | 4.78% | Reduce -10.0% | 636,619 | $58.4M |
| CWA Asset Management Group, LLC | 2.26% | Reduce -3.2% | 583,186 | $53.5M |
| Dimension Capital Management LLC | 8.14% | Add +8.3% | 565,957 | $51.9M |
| MML Investors Services, LLC | 0.15% | Add +30.8% | 565,595 | $51.9M |
| Advisory Services Network, LLC | 0.82% | Reduce -17.9% | 556,406 | $51.1M |
| RFG Advisory, LLC | 1.19% | Reduce -5.3% | 553,363 | $50.8M |
| Hibernia Wealth Partners, LLC | 18.40% | Add +78.2% | 550,209 | $50.5M |
| Twelve Points Wealth Management LLC | 13.54% | Reduce -29.8% | 548,323 | $50.3M |
| Teamwork Financial Advisors, LLC | 6.13% | Add +166.1% | 544,415 | $49.9M |
| Acorns Advisers, LLC | 0.43% | Add +0.5% | 540,874 | $49.6M |
| Stadion Money Management, LLC | 3.99% | New | 532,205 | $48.7M |
| St. James Investment Company, LLC | 7.81% | Reduce -9.2% | 527,432 | $48.4M |
| Northstar Group, Inc. | 7.67% | Reduce -0.2% | 516,693 | $47.4M |
| Dean, Jacobson Financial Services, LLC | 36.60% | Add +92.3% | 515,922 | $47.3M |
| Salomon & Ludwin, LLC | 4.67% | Add +3.6% | 516,941 | $47.3M |
| Bank of Montreal | 0.02% | Reduce -8.3% | 505,862 | $46.4M |
| Auour Investments LLC | 15.71% | Add +4.7% | 498,119 | $45.7M |
| 12th Street Asset Management Company, LLC | 7.85% | Reduce -39.1% | 497,726 | $45.7M |
| NewEdge Advisors, LLC | 0.23% | Add +119.9% | 494,824 | $45.4M |
| Mutual Advisors, LLC | 1.12% | Add +2.3% | 490,577 | $45.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.8% | 484,212 | $44.4M |
| EP Wealth Advisors, LLC | 0.28% | Reduce -19.2% | 460,935 | $42.3M |
| Brookstone Capital Management | 0.54% | Reduce -12.7% | 451,645 | $41.4M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Reduce -21.7% | 450,566 | $41.3M |
| Belpointe Asset Management LLC | 1.72% | Add +15.8% | 448,867 | $41.2M |
| Cypress Capital, LLC | 11.90% | Reduce -36.4% | 446,544 | $41.0M |
| Financial & Tax Architects, LLC | 9.90% | Add +1561.7% | 444,133 | $40.7M |
| Bank of Nova Scotia | 0.08% | Add +38.5% | 443,976 | $40.7M |
| Bell Bank | 1.90% | Add +86.3% | 443,909 | $40.7M |
| Coldstream Capital Management Inc. | 0.66% | Add +83.7% | 440,971 | $40.5M |
| Integrated Advisors Network LLC | 1.83% | Add +8.4% | 440,468 | $40.4M |
| First Eagle Investment Management, LLC | 0.08% | Add +101.2% | 437,200 | $40.1M |
| Verdence Capital Advisors LLC | 2.74% | Add +10.0% | 436,952 | $40.1M |
| Brasada Capital Management, LP | 6.87% | Reduce -13.8% | 437,702 | $40.0M |
| Westwood Holdings Group Inc. | 0.28% | Reduce -2.8% | 423,765 | $38.9M |
| Impact Partnership Wealth, LLC | 7.16% | Reduce -34.5% | 423,442 | $38.8M |
| Fortis Group Advisors, LLC | 6.93% | Reduce -11.3% | 415,646 | $38.1M |
| Second Half Financial Partners, LLC | 17.95% | Reduce -13.4% | 415,305 | $38.1M |
| B. Riley Wealth Advisors, Inc. | 1.83% | Add +24.2% | 411,158 | $37.7M |
| Gitterman Wealth Management, LLC | 8.67% | Add +0.6% | 405,565 | $37.2M |
| Tectonic Advisors LLC | 2.10% | Reduce -8.9% | 393,418 | $36.1M |
| Turim 21 Investimentos Ltda. | 6.83% | Reduce -0.5% | 380,390 | $34.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +27.2% | 375,117 | $34.3M |
| Relyea Zuckerberg Hanson LLC | 3.99% | Add +3.1% | 371,421 | $34.1M |
| Sollinda Capital Management LLC | 8.85% | Reduce -28.7% | 370,559 | $34.0M |
| &partners | 0.26% | Add +22.1% | 366,260 | $33.6M |
| Innovative Advisory Group, LLC | 28.67% | Add +2.2% | 364,700 | $33.5M |
| Gradient Investments LLC | 0.61% | Add +28.3% | 361,821 | $33.2M |
| Fourpath Capital Management, LLC | 5.19% | Add +50.4% | 359,588 | $33.0M |
| Equitable Holdings, Inc. | 0.27% | Add +48.2% | 357,679 | $32.8M |
| Natixis Advisors, LLC | 0.05% | Add +17.0% | 355,473 | $32.6M |
| Integrated Wealth Concepts LLC | 0.32% | Add +33.1% | 350,855 | $32.2M |
| Allworth Financial LP | 0.15% | Add +50.5% | 349,402 | $32.1M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +27.8% | 348,467 | $32.0M |
| Turning Point Benefit Group, Inc. | 23.99% | Reduce -6.1% | 345,369 | $31.7M |
| Capital World Investors | 0.00% | Add +28.0% | 343,439 | $31.5M |
| Nutshell Asset Management Ltd | 18.56% | New | 340,000 | $31.2M |
| Centaurus Financial, Inc. | 1.82% | Reduce -10.7% | 339,128 | $31.1M |
| McGuire Investment Group, LLC | 3.97% | Reduce -3.1% | 338,948 | $31.1M |
| Portside Wealth Group, LLC | 4.57% | Add +422.3% | 336,201 | $30.8M |
| Avantax Advisory Services, Inc. | 0.17% | Reduce -10.3% | 332,526 | $30.5M |
| Weaver Capital Management LLC | 7.49% | Reduce -4.6% | 331,474 | $30.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 330,934 | $30.4M |
| Rehmann Capital Advisory Group | 1.83% | Add +53.1% | 328,561 | $30.1M |
| NorthCoast Asset Management LLC | 0.13% | Reduce -5.3% | 325,464 | $29.9M |
| Pacific Point Advisors, LLC | 16.18% | Reduce -13.5% | 325,434 | $29.9M |
| Carrera Capital Advisors | 5.94% | Reduce -2.4% | 321,529 | $29.5M |
| Jane Street Group, LLC | 0.05% | New | 314,113 | $28.8M |
| Ausdal Financial Partners, Inc. | 1.92% | Add +7.1% | 313,902 | $28.8M |
| Convergence Financial, LLC | 4.93% | Reduce -14.2% | 312,414 | $28.7M |
| Alethea Capital Management, LLC | 21.63% | Add +1.8% | 311,541 | $28.6M |
| Federation des caisses Desjardins du Quebec | 0.13% | Reduce -31.3% | 311,407 | $28.6M |
| McNamara Financial Services, Inc. | 5.48% | Add +11.8% | 301,603 | $27.7M |
| Udine Wealth Management, Inc. | 14.60% | Reduce -1.7% | 301,570 | $27.7M |
| St. Louis Financial Planners Asset Management, LLC | 21.05% | Reduce -51.4% | 300,990 | $27.6M |
| D.A. Davidson & Co. | 0.19% | Add +5500.1% | 300,672 | $27.6M |
| EverSource Wealth Advisors, LLC | 1.23% | Add +2.2% | 296,672 | $27.2M |
| Alliance Wealth Advisors, LLC | 6.54% | Add +319.0% | 295,258 | $27.1M |
| Donoghue Forlines LLC | 7.70% | New | 294,166 | $27.0M |
| Inscription Capital, LLC | 3.87% | Add +87.3% | 292,912 | $26.9M |
| North Capital, Inc. | 23.17% | Add +5.3% | 292,842 | $26.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -1.0% | 289,785 | $26.6M |
| Apriem Advisors | 2.81% | Add +25.3% | 287,688 | $26.4M |
| Mgo One Seven LLC | 0.85% | Add +21.5% | 287,229 | $26.3M |
| Hanover Advisors Inc. | 10.72% | Reduce -11.1% | 286,531 | $26.3M |
| Park Avenue Securities LLC | 0.24% | Add +29.0% | 285,674 | $26.2M |
| One Capital Management, LLC | 0.90% | Reduce -7.4% | 284,658 | $26.1M |
| Randolph Co Inc | 2.66% | Reduce -57.2% | 283,298 | $26.0M |
| Keating Investment Counselors Inc. | 7.78% | Add +3.7% | 280,565 | $25.7M |
| Fort Point Capital Partners LLC | 2.56% | Reduce -14.9% | 278,947 | $25.6M |
| Fortis Capital Advisors, LLC | 4.54% | Add +17.4% | 276,863 | $25.4M |
| ArrowMark Colorado Holdings LLC | 0.46% | Add +10.3% | 275,956 | $25.3M |
| Global Retirement Partners, LLC | 0.62% | — | 274,723 | $25.2M |
| HSBC Holdings PLC | 0.02% | Reduce -28.7% | 272,110 | $25.0M |
| United Capital Financial Advisors, LLC | 0.20% | Add +190.8% | 271,517 | $24.9M |
| Full Sail Capital, LLC | 1.42% | Add +22.6% | 268,023 | $24.6M |
| Jefferies Financial Group Inc. | 0.42% | Add +86.7% | 267,668 | $24.6M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -19.7% | 263,362 | $24.2M |
| Janney Montgomery Scott LLC | 0.06% | Add +9.1% | 262,323 | $24.1M |
| Kropog Financial Group, LLC | 20.98% | Add +4996.2% | 261,537 | $24.0M |
| Zacks Investment Management | 0.20% | Add +22.8% | 260,414 | $23.9M |
| HRT Financial LP | 0.10% | Add +116.6% | 259,284 | $23.8M |
| Kingsview Wealth Management, LLC | 0.40% | Add +16.0% | 258,350 | $23.7M |
| State Street Corp. | 0.00% | Reduce -50.5% | 255,948 | $23.5M |
| Summit Financial, LLC | 0.53% | Add +5190.4% | 255,316 | $23.4M |
| Freedom Investment Management, Inc. | 1.86% | Reduce -1.8% | 253,580 | $23.3M |
| Flow Traders U.S. LLC | 0.86% | Add +25.0% | 252,226 | $23.1M |
| USA Financial Formulas | 3.95% | Add +1.5% | 252,044 | $23.1M |
| Saratoga Research & Investment Management | 1.23% | Reduce -1.3% | 249,882 | $22.9M |
| Beacon Financial Group | 2.37% | Reduce -10.6% | 248,091 | $22.8M |
| Founders Grove Wealth Partners, LLC | 5.69% | Add +3.9% | 247,054 | $22.7M |
| Park Edge Advisors, LLC | 5.81% | Reduce -46.5% | 246,911 | $22.6M |
| Farther Finance Advisors, LLC | 0.45% | Add +27.6% | 245,567 | $22.5M |
| Beacon Capital Management, Inc. | 1.13% | Reduce -32.6% | 239,520 | $22.0M |
| Hippocratic Financial Advisors, LLC | 11.72% | Add +50.1% | 239,153 | $21.9M |
| Winch Advisory Services, LLC | 5.33% | Reduce -6.2% | 237,894 | $21.8M |
| Managed Asset Portfolios, LLC | 2.80% | Add +72.3% | 234,649 | $21.5M |
| Sanctuary Advisors, LLC | 0.13% | Add +9.8% | 234,609 | $21.5M |
| Berkshire Money Management, Inc. | 2.26% | Reduce -12.4% | 234,053 | $21.5M |
| Stableford Capital II LLC | 8.06% | Add +21.8% | 233,377 | $21.4M |
| Atria Wealth Solutions, Inc. | 0.48% | Reduce -50.1% | 233,283 | $21.4M |
| Integrity Alliance, Llc. | 1.16% | Reduce -43.3% | 230,884 | $21.2M |
| Arete Wealth Advisors, LLC | 1.49% | Add +7.6% | 228,765 | $21.0M |
| IronBridge Private Wealth, LLC | 7.29% | Add +1332.9% | 227,873 | $20.9M |
| Private Wealth Group, LLC | 11.01% | Reduce -0.4% | 225,720 | $20.7M |
| Austin Wealth Management, LLC | 3.68% | Add +10.9% | 225,253 | $20.7M |
| Cresset Asset Management, LLC | 0.10% | Reduce -18.3% | 222,802 | $20.4M |
| Strategic Investment Advisors / MI | 1.95% | Reduce -9.4% | 218,867 | $20.1M |
| Tower Research Capital LLC (TRC) | 0.54% | New | 218,270 | $20.0M |
| Scotia Capital Inc. | 0.09% | Add +3.9% | 211,698 | $19.4M |
| Oppenheimer & Co. Inc. | 0.26% | Add +42.4% | 210,353 | $19.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.25% | Reduce -5.9% | 208,372 | $19.1M |
| Trivium Point Advisory, LLC | 2.06% | Add +68.3% | 206,618 | $19.0M |
| Night Owl Capital Management, LLC | 2.18% | Add +140.6% | 205,795 | $18.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | New | 203,700 | $18.7M |
| Concurrent Investment Advisors, LLC | 0.36% | Reduce -82.7% | 199,878 | $18.3M |
| Trek Financial, LLC | 1.22% | Reduce -3.9% | 198,298 | $18.2M |
| Quadrature Capital Ltd | 0.31% | New | 197,039 | $18.1M |
| Norden Group LLC | 1.96% | Add +1528.1% | 196,673 | $18.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -52.6% | 195,487 | $17.9M |
| Roundview Capital LLC | 1.17% | Add +9.2% | 191,548 | $17.6M |
| Curran Financial Partners, LLC | 3.87% | Reduce -2.2% | 190,700 | $17.5M |
| Wealthfront Advisers LLC | 0.04% | Add +4.1% | 190,060 | $17.4M |
| Comerica Bank | 0.07% | Add +14.4% | 188,746 | $17.3M |
| Strategic Wealth Partners, Ltd. | 1.36% | — | 188,566 | $17.3M |
| IHT Wealth Management, LLC | 0.47% | Add +5.6% | 188,181 | $17.3M |
| Citizens Financial Group Inc. | 0.28% | New | 187,882 | $17.2M |
| Modern Wealth Management, LLC | 0.41% | Reduce -74.0% | 181,429 | $16.6M |
| AssuredPartners Investment Advisors, LLC | 3.96% | Add +7869.6% | 176,687 | $16.2M |
| Victory Financial Group, LLC | 2.57% | Add +690.0% | 176,671 | $16.2M |
| Bleakley Financial Group, LLC | 0.41% | Add +70.6% | 176,546 | $16.2M |
| Kestra Private Wealth Services, LLC | 0.23% | Add +191.1% | 176,106 | $16.2M |
| Hofer & Associates. Inc | 10.08% | Add +11.6% | 176,056 | $16.1M |
| Fagan Associates, Inc. | 2.49% | Add +9.2% | 175,839 | $16.1M |
| Focus Partners Wealth | 0.03% | Add +7.2% | 174,655 | $16.0M |
| Aptus Capital Advisors, LLC | 0.16% | Add +4.8% | 173,545 | $15.9M |
| Aurora Investment Managers, LLC. | 9.60% | Add +7.4% | 173,036 | $15.9M |
| Atria Investments, Inc | 0.19% | Reduce -26.3% | 171,447 | $15.7M |
| DT Investment Partners, LLC | 1.41% | Add +2.5% | 171,334 | $15.7M |
| Gotham Asset Management | 0.09% | Add +20.9% | 170,850 | $15.7M |
| Kohmann Bosshard Financial Services, LLC | 1.73% | Add +0.8% | 168,842 | $15.5M |
| Great Valley Advisor Group, Inc. | 0.34% | Reduce -5.3% | 165,291 | $15.2M |
| Founders Financial Securities LLC | 1.14% | Reduce -26.3% | 164,061 | $15.0M |
| Strategic Financial Concepts, LLC | 2.10% | Reduce -22.6% | 162,955 | $14.9M |
| Transce3nd, LLC | 6.30% | Reduce -9.4% | 162,755 | $14.9M |
| RPS Advisory Solutions LLC | 8.13% | Add +23.8% | 161,603 | $14.8M |
| Clearstead Trust, LLC | 2.80% | Reduce -6.1% | 161,450 | $14.8M |
| Tucker Asset Management LLC | 4.73% | Reduce -21.1% | 161,297 | $14.8M |
| JBR Co Financial Management Inc | 7.30% | Add +108.4% | 161,188 | $14.8M |
| Citadel Advisors | 0.01% | Add +107.7% | 160,440 | $14.7M |
| Tompkins Financial Corp. | 1.34% | Reduce -0.5% | 159,424 | $14.6M |
| Virtue Capital Management, LLC | 2.67% | Reduce -43.0% | 158,193 | $14.5M |
| Ranch Capital Advisors Inc. | 6.24% | Add +8.3% | 156,820 | $14.4M |
| Independent Financial Group, LLC | 0.40% | Add +38.1% | 156,282 | $14.3M |
| CoreCap Advisors, LLC | 0.57% | Reduce -22.1% | 155,605 | $14.3M |
| Benedict Financial Advisors Inc. | 3.19% | Add +12.0% | 153,481 | $14.1M |
| Flagship Harbor Advisors, LLC | 0.67% | Reduce -4.9% | 153,129 | $14.0M |
| Entrewealth, LLC | 9.57% | Reduce -6.7% | 150,819 | $13.8M |
| J2 Capital Management Inc | 10.93% | Add +14.1% | 149,493 | $13.7M |
| Clarkston Capital Partners, LLC | 0.29% | Reduce -41.6% | 147,783 | $13.6M |
| FWL Investment Management, LLC | 4.11% | Add +102.6% | 146,583 | $13.4M |
| Acorn Financial Advisory Services Inc. | 2.16% | Add +81.0% | 143,414 | $13.2M |
| Rareview Capital LLC | 8.23% | Add +28.5% | 142,193 | $13.0M |
| NorthRock Partners, LLC | 0.34% | Add +1.4% | 141,734 | $13.0M |
| Marshfield Associates | 0.26% | Add +5.8% | 139,663 | $12.8M |
| Fiduciary Alliance LLC | 0.95% | Add +24.0% | 138,363 | $12.7M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +20.8% | 137,522 | $12.6M |
| Pacific Capital Wealth Advisors, Inc. | 2.30% | Reduce -49.5% | 136,913 | $12.5M |
| CapWealth Advisors, LLC | 1.23% | Add +32.8% | 136,272 | $12.5M |
| ADAR1 Capital Management, LLC | 2.04% | No change | 135,585 | $12.4M |
| Quantinno Capital Management LP | 0.05% | Add +816.1% | 135,311 | $12.4M |
| Parkwood LLC | 1.14% | Add +258.1% | 135,170 | $12.4M |
| Oliver Lagore Vanvalin Investment Group | 4.85% | — | 134,824 | $12.4M |
| Lunt Capital Management, Inc. | 4.70% | Add +358.6% | 133,892 | $12.3M |
| MOKAN Wealth Management Inc. | 6.84% | Add +8.6% | 133,456 | $12.2M |
| High Note Wealth, LLC | 2.76% | Add +58361.8% | 131,539 | $12.1M |
| Saiph Capital, LLC | 4.70% | Reduce -2.4% | 131,471 | $12.1M |
| WCG Wealth Advisors LLC | 0.78% | Add +48.1% | 131,297 | $12.0M |
| Strategic Wealth Investment Group, LLC | 17.43% | Add +5.1% | 131,210 | $12.0M |
| Tactive Advisors, LLC | 3.89% | — | 131,203 | $12.0M |
| Malaga Cove Capital, LLC | 4.73% | Add +13.5% | 131,153 | $12.0M |
| Calton & Associates, Inc. | 2.04% | Add +320.7% | 128,739 | $11.8M |
| Prairie Sky Financial Group LLC | 6.39% | Add +333.3% | 126,677 | $11.6M |
| Norris Financial Group, LLC | 4.74% | Reduce -18.9% | 126,244 | $11.6M |
| Treasure Coast Financial Planning | 6.70% | Add +2.3% | 125,311 | $11.5M |
| Ramiah Investment Group | 12.34% | Add +293.7% | 124,960 | $11.5M |
| Capital Wealth Alliance, LLC | 6.12% | Add +32.2% | 124,063 | $11.4M |
| Partners Capital Investment Group, LLP | 0.46% | Reduce -95.6% | 123,000 | $11.3M |
| Precision Wealth Strategies, LLC | 3.66% | New | 122,994 | $11.3M |
| FSC Wealth Advisors, LLC | 7.02% | Add +0.1% | 121,248 | $11.1M |
| Signal Advisors Wealth, LLC | 0.87% | Reduce -20.6% | 120,712 | $11.1M |
| Corient Private Wealth LP | 0.01% | Add +100.9% | 120,692 | $11.1M |
| Lumbard & Kellner, LLC | 4.81% | Add +56.6% | 120,386 | $11.0M |
| PFG Investments, LLC | 0.65% | Add +3.2% | 119,888 | $11.0M |
| Exchange Traded Concepts, LLC | 0.14% | Reduce -60.5% | 118,652 | $10.9M |
| GM Advisory Group, LLC | 0.53% | Reduce -0.7% | 117,757 | $10.8M |
| Eagle Rock Investment Company, LLC | 1.71% | Reduce -6.2% | 117,516 | $10.8M |
| Beaumont Financial Advisors, LLC | 0.77% | Add +103.5% | 116,509 | $10.7M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -8.7% | 115,876 | $10.6M |
| Vivid Wealth Management, LLC | 4.63% | Add +0.1% | 114,858 | $10.5M |
| Everstar Asset Management, LLC | 6.42% | Add +7.8% | 114,732 | $10.5M |
| Cibc World Market Inc. | 0.02% | Add +23.6% | 112,581 | $10.3M |
| Milestone Asset Management, LLC | 2.18% | Add +841.9% | 112,383 | $10.3M |
| SLT Holdings LLC | 7.89% | Reduce -4.1% | 112,203 | $10.3M |
| Hilton Capital Management, LLC | 0.81% | Add +4.9% | 110,958 | $10.2M |
| Heritage Oak Wealth Advisors LLC | 4.00% | Add +166.5% | 110,684 | $10.2M |
| Epoch Investment Partners, Inc. | 0.05% | Add +18.2% | 110,214 | $10.1M |
| IPG Investment Advisors LLC | 1.96% | Reduce -9.0% | 109,342 | $10.0M |
| Geneos Wealth Management Inc. | 0.24% | Add +7.1% | 107,232 | $9.8M |
| Ryan Investment Management, Inc. | 6.28% | — | 107,175 | $9.8M |
| Csenge Advisory Group | 0.51% | Reduce -39.2% | 106,457 | $9.8M |
| RIA Advisory Group LLC | 2.87% | Reduce -6.6% | 106,460 | $9.8M |
| Harbor Investment Advisory, LLC | 0.87% | Add +10.9% | 106,432 | $9.8M |
| UNIVEST FINANCIAL Corp | 0.58% | New | 106,238 | $9.7M |
| BNP Paribas Financial Markets | 0.01% | Add +3005.3% | 106,047 | $9.7M |
| Pennsylvania Capital Management Inc. | 3.10% | Add +1007.2% | 105,392 | $9.7M |
| Jones Financial Companies LLLP | 0.01% | Add +23.3% | 104,916 | $9.6M |
| Silver Oak Securities, Incorporated | 0.79% | Add +6.6% | 103,614 | $9.5M |
| JT Stratford LLC | 1.44% | Add +315.8% | 103,225 | $9.5M |
| IFG Advisory, LLC | 0.47% | Add +8.4% | 102,794 | $9.4M |
| DAVENPORT & Co LLC | 0.05% | Add +25.9% | 102,695 | $9.4M |
| Private Management Group Inc. | 0.30% | Reduce -3.2% | 102,287 | $9.4M |
| Graves Light Lenhart Wealth, Inc. | 1.11% | Reduce -16.3% | 101,650 | $9.3M |
| Napa Wealth Management | 4.46% | New | 101,550 | $9.3M |
| Arkadios Wealth Advisors | 0.28% | Add +34.1% | 100,118 | $9.2M |
| Palogic Value Management, L.P. | 3.94% | No change | 100,098 | $9.2M |
| Capital Advisors, Ltd. LLC | 1.13% | Add +9.8% | 99,776 | $9.2M |
| GTS Securities LLC | 0.41% | Reduce -54.1% | 99,364 | $9.1M |
| Guidance Capital, Inc. | 2.58% | Add +1.8% | 99,003 | $9.1M |
| Elevation Capital Advisory, LLC | 3.62% | Add +3.7% | 98,402 | $9.0M |
| Verus Capital Partners, LLC | 0.80% | Add +51.3% | 98,079 | $9.0M |
| Worth Asset Management, LLC | 4.32% | Reduce -39.1% | 95,520 | $8.8M |
| NewEdge Wealth, LLC | 0.14% | New | 95,266 | $8.7M |
| Boomfish Wealth Group, LLC | 5.01% | Reduce -6.4% | 94,574 | $8.7M |
| Smart Money Group LLC | 2.72% | Reduce -0.1% | 94,525 | $8.7M |
| GenTrust, LLC | 0.41% | Reduce -23.1% | 94,458 | $8.7M |
| Raub Brock Capital Management LP | 1.87% | Add +76.0% | 93,530 | $8.6M |
| Schroder Investment Management Group | 0.01% | Reduce -56.6% | 92,885 | $8.5M |
| Wealthcare Advisory Partners LLC | 0.19% | Add +30.2% | 90,049 | $8.3M |
| One Day In July LLC | 0.75% | Add +5.8% | 89,683 | $8.2M |
| Donald L. Hagan, LLC | 4.10% | Add +1.2% | 89,603 | $8.2M |
| Beam Wealth Advisors, Inc. | 2.44% | Add +19.9% | 89,428 | $8.2M |
| US Bancorp \de | 0.01% | Add +1147.6% | 88,981 | $8.2M |
| Balefire, LLC | 1.77% | Add +79.6% | 88,595 | $8.1M |
| Capstone Wealth Management Group LLC | 5.85% | Add +9.4% | 87,702 | $8.0M |
| Legacy Capital Group California, Inc. | 2.23% | Add +29.3% | 87,555 | $8.0M |
| Sargent Investment Group, LLC | 1.08% | Reduce -4.9% | 87,297 | $8.0M |
| Cerity Partners LLC | 0.01% | Add +15.5% | 86,487 | $7.9M |
| Rik Saylor Financial, Inc. | 6.10% | Add +0.4% | 86,416 | $7.9M |
| Trilogy Capital Inc. | 0.38% | Reduce -84.7% | 85,951 | $7.9M |
| Westmount Partners, LLC | 2.13% | Add +43.0% | 84,535 | $7.8M |
| Lakewood Asset Management LLC | 5.17% | Reduce -14.0% | 84,383 | $7.7M |
| Guild Investment Management, Inc. | 6.70% | Reduce -21.9% | 84,047 | $7.7M |
| Synovus Financial Corp. | 0.09% | Reduce -0.9% | 83,862 | $7.7M |
| Legacy Investment Solutions, LLC | 4.07% | — | 83,849 | $7.7M |
| Legacy Wealth Managment, LLC | 4.07% | Reduce -27.6% | 83,849 | $7.7M |
| Teca Partners, LP | 5.33% | Add +15.0% | 83,178 | $7.6M |
| Founders Financial Alliance, LLC | 1.73% | Add +14.8% | 82,818 | $7.6M |
| Advisors Preferred, LLC | 1.25% | Add +7.5% | 82,890 | $7.6M |
| Focused Wealth Management, Inc | 0.92% | Reduce -53.5% | 82,598 | $7.6M |
| Sierra Legacy Group | 5.87% | New | 82,455 | $7.6M |
| National Bank of Canada | 0.01% | Reduce -77.3% | 81,856 | $7.5M |
| NDWM LLC | 5.49% | Reduce -30.7% | 81,660 | $7.5M |
| Compass Financial Services Inc | 3.60% | Add +8.8% | 80,948 | $7.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.32% | Add +10.3% | 80,802 | $7.4M |
| Sun Life Financial Inc. | 0.41% | New | 80,725 | $7.4M |
| West Financial Advisors, LLC | 1.28% | Reduce -0.8% | 80,337 | $7.4M |
| Benjamin Edwards Inc. | 0.09% | Reduce -34.6% | 80,250 | $7.4M |
| Ami Asset Management Corp. | 0.42% | Add +208.4% | 80,105 | $7.3M |
| Capital Research Global Investors | 0.00% | Add +19.0% | 79,995 | $7.3M |
| Blume Capital Management, Inc. | 1.49% | Add +154.8% | 79,923 | $7.3M |
| SFI Advisors, LLC | 5.06% | New | 79,751 | $7.3M |
| Townsquare Capital LLC | 0.71% | Reduce -79.8% | 79,650 | $7.3M |
| Sovran Advisors, LLC | 0.76% | Reduce -20.8% | 78,959 | $7.2M |
| Woodley Farra Manion Portfolio Management Inc. | 0.34% | Reduce -0.8% | 78,492 | $7.2M |
| Mid-American Wealth Advisory Group, Inc. | 3.42% | Add +2.2% | 78,321 | $7.2M |
| Paragon Capital Management Inc. | 5.46% | Add +0.1% | 78,020 | $7.2M |
| Professional Financial Advisors, LLC | 1.64% | Add +7.6% | 77,146 | $7.1M |
| Hedeker Wealth, LLC | 1.65% | Reduce -8.6% | 77,000 | $7.1M |
| Sterling Investment Management, LLC | 4.62% | Reduce -0.7% | 76,144 | $7.0M |
| Brown, Lisle/Cummings, Inc. | 1.86% | Add +177.4% | 76,068 | $7.0M |
| Iams Wealth Management, LLC | 3.19% | Reduce -2.1% | 75,769 | $7.0M |
| DSG Capital Advisors, LLC | 1.23% | Reduce -13.1% | 75,382 | $6.9M |
| AE Wealth Management LLC | 0.05% | Reduce -15.4% | 75,359 | $6.9M |
| Herold Advisors, Inc. | 1.45% | New | 75,161 | $6.9M |
| Long Run Wealth Advisors, LLC | 1.44% | Add +33.1% | 75,020 | $6.9M |
| First Wilshire Securities Management Inc. | 1.87% | Reduce -33.2% | 74,702 | $6.9M |
| Gibbs Wealth Management | 1.31% | Add +427.2% | 74,372 | $6.8M |
| GFI Investment Counsel Ltd. | 0.74% | Add +6.3% | 73,846 | $6.8M |
| MCF Advisors LLC | 0.44% | Reduce -35.5% | 72,985 | $6.7M |
| Meridian Wealth Management, LLC | 0.29% | Add +0.3% | 72,887 | $6.7M |
| Humankind Investments LLC | 1.62% | Add +302.8% | 72,500 | $6.7M |
| Greenfield Seitz Capital Management, LLC | 2.33% | Reduce -10.9% | 71,901 | $6.6M |
| Legacy Capital Wealth Partners, LLC | 1.50% | Add +387.7% | 71,633 | $6.6M |
| G&S Capital LLC | 2.60% | Reduce -16.4% | 71,619 | $6.6M |
| Wheelhouse Advisory Group LLC | 3.21% | Add +4.2% | 70,969 | $6.5M |
| Oliver Luxxe Assets LLC | 1.16% | Add +61.5% | 70,576 | $6.5M |
| Brown Advisory Inc. | 0.01% | Add +10.8% | 69,972 | $6.4M |
| Morgan Dempsey Capital Management LLC | 2.68% | Reduce -2.9% | 69,802 | $6.4M |
| WealthTrust Asset Management, LLC | 4.68% | Add +17.2% | 68,246 | $6.3M |
| BTC Capital Management, Inc. | 0.51% | Add +49.5% | 68,631 | $6.2M |
| Bison Wealth, LLC | 0.49% | Reduce -25.0% | 67,784 | $6.2M |
| Quartz Partners, LLC | 2.80% | Add +23.5% | 66,794 | $6.1M |
| October Effect Ltd | 7.30% | — | 65,992 | $6.1M |
| CacheTech Inc. | 1.11% | Add +286.4% | 65,969 | $6.1M |
| Strategic Blueprint, LLC | 0.29% | Reduce -5.0% | 65,408 | $6.0M |
| Jordan Park Group LLC | 0.39% | Reduce -4.7% | 65,247 | $6.0M |
| Alps Advisors Inc. | 0.03% | New | 65,070 | $6.0M |
| Merit Financial Group, LLC | 0.07% | Add +110.0% | 65,014 | $6.0M |
| Forza Wealth Management, LLC | 2.44% | Reduce -1.9% | 64,883 | $6.0M |
| TKG Advisors, LLC | 2.65% | Reduce -16.8% | 64,544 | $5.9M |
| CPR Investments Inc. | 4.59% | Reduce -19.6% | 64,466 | $5.9M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +145.9% | 63,948 | $5.9M |
| Horizon Investments, LLC | 0.09% | Reduce -7.3% | 64,281 | $5.9M |
| Genus Capital Management Inc. | 0.75% | Reduce -32.5% | 63,626 | $5.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -66.8% | 63,581 | $5.8M |
| Choreo, LLC | 0.08% | Reduce -9.6% | 63,173 | $5.8M |
| Bridgewealth Advisory Group, LLC | 1.47% | Add +1089.3% | 63,152 | $5.8M |
| Clear Creek Financial Management, LLC | 0.55% | Reduce -72.3% | 63,014 | $5.8M |
| Fjell Capital, LLC | 5.34% | New | 62,779 | $5.8M |
| Fiduciary Financial Group, LLC | 1.04% | Reduce -11.9% | 62,899 | $5.8M |
| Clarity Financial LLC | 0.62% | Add +49.0% | 62,626 | $5.7M |
| First International Bank & Trust | 1.97% | Reduce -10.7% | 61,870 | $5.7M |
| Atlas Capital Advisors Inc. | 0.69% | New | 61,857 | $5.7M |
| Wellspring Financial Advisors, LLC | 0.50% | Reduce 0.0% | 61,737 | $5.7M |
| Hershey Financial Advisers, LLC | 5.01% | — | 61,015 | $5.6M |
| Caitlin John, LLC | 5.07% | Reduce -6.0% | 60,643 | $5.6M |
| Private Client Services, LLC | 2.16% | Reduce -1.2% | 60,541 | $5.6M |
| Baring Financial LLC | 4.12% | Add +0.4% | 60,128 | $5.5M |
| Pathway Financial Advisors LLC | 0.81% | Reduce -1.7% | 59,988 | $5.5M |
| Apollon Wealth Management, LLC | 0.10% | Add +43.2% | 57,798 | $5.3M |
| Continuum Advisory, LLC | 0.63% | Add +95.6% | 57,455 | $5.3M |
| Tempus Wealth Planning, LLC | 1.31% | Add +3.3% | 57,439 | $5.3M |
| Vontobel Holding Ltd. | 0.02% | Add +26.0% | 57,411 | $5.3M |
| NorthCrest Asset Manangement, LLC | 0.14% | Reduce -5.4% | 57,280 | $5.2M |
| AllGen Financial Advisors, Inc. | 1.41% | New | 57,051 | $5.2M |
| 49 Wealth Management, LLC | 0.56% | Reduce -32.1% | 56,974 | $5.2M |
| Hamilton Capital Partners, LLC | 2.51% | New | 56,887 | $5.2M |
| PVG Asset Management Corp. | 17.60% | Add +62.8% | 56,360 | $5.2M |
| Certior Financial Group, LLC | 3.93% | Add +23.7% | 55,821 | $5.1M |
| Carr Financial Group Corp | 1.50% | Add +629.5% | 55,579 | $5.1M |
| Adams Wealth Management | 0.96% | Add +276.8% | 55,192 | $5.1M |
| Calamos Wealth Management LLC | 0.22% | New | 54,959 | $5.0M |
| Evexia Wealth LLC | 1.58% | New | 54,943 | $5.0M |
| Savior LLC | 27.02% | Add +38.2% | 54,370 | $5.0M |
| Islay Capital Management, LLC | 3.20% | Reduce -0.9% | 53,790 | $4.9M |
| Moneco Advisors, LLC | 0.46% | Add +5.7% | 53,691 | $4.9M |
| Jim Saulnier & Associates, LLC | 3.32% | Reduce -29.4% | 53,020 | $4.9M |
| Retireful, LLC | 3.34% | Add +13.6% | 52,791 | $4.8M |
| Lido Advisors, LLC | 0.03% | Add +57.4% | 52,523 | $4.8M |
| Boston Standard Wealth Management, LLC | 0.86% | Add +42.1% | 52,349 | $4.8M |
| Crestwood Advisors Group, LLC | 0.09% | Add +9.9% | 52,230 | $4.8M |
| Insight 2811, Inc. | 2.26% | Reduce -9.4% | 52,009 | $4.8M |
| Diversify Wealth Management, LLC | 0.29% | Add +60.2% | 52,087 | $4.8M |
| Palouse Capital Management, Inc. | 3.19% | Reduce -8.0% | 51,837 | $4.8M |
| Altfest L J & Co. Inc. | 0.56% | Reduce -69.7% | 51,371 | $4.7M |
| AdvisorNet Financial, Inc | 0.30% | Add +215.8% | 51,082 | $4.7M |
| GK Wealth Management LLC | 4.64% | Add +52.2% | 50,893 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +374.4% | 50,827 | $4.7M |
| Freestate Advisors LLC | 4.15% | Add +14.8% | 50,689 | $4.6M |
| Richard W. Paul & Associates, LLC | 1.67% | Add +95.2% | 50,432 | $4.6M |
| Patten Group, Inc. | 0.97% | Add +8.3% | 50,305 | $4.6M |
| Perennial Investment Advisors, LLC | 0.45% | Add +1.0% | 50,090 | $4.6M |
| Blueprint Investment Partners LLC | 0.81% | Reduce -66.2% | 49,881 | $4.6M |
| LVW Advisors, LLC | 0.51% | Add +54.4% | 49,791 | $4.6M |
| Vishria Bird Financial Group, LLC | 1.49% | Reduce -4.3% | 48,969 | $4.5M |
| Rosenberg Matthew Hamilton | 1.04% | Reduce -24.2% | 48,875 | $4.5M |
| Wealthspire Advisors, LLC | 0.03% | Add +8.7% | 48,792 | $4.5M |
| Sovereign Investment Advisors, LLC | 1.23% | Add +6.1% | 48,728 | $4.5M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -52.5% | 48,504 | $4.4M |
| Luken Investment Analytics, LLC | 1.95% | Reduce -41.0% | 48,455 | $4.4M |
| Vista Investment Management | 1.65% | Reduce -1.5% | 48,411 | $4.4M |
| Two Sigma Securities, LLC | 0.55% | New | 48,208 | $4.4M |
| Investor's Fiduciary Advisor Network, LLC | 1.64% | Reduce -14.9% | 48,045 | $4.4M |
| Fortis Capital Management LLC | 0.68% | Reduce -32.9% | 47,897 | $4.4M |
| Intrepid Financial Planning Group LLC | 1.84% | Reduce -2.8% | 47,853 | $4.4M |
| Crescent Grove Advisors, LLC | 0.43% | Reduce -50.3% | 47,833 | $4.4M |
| Sicart Associates LLC | 1.53% | No change | 47,682 | $4.4M |
| Hilltop Holdings Inc. | 0.28% | Reduce -24.3% | 47,471 | $4.4M |
| Core Wealth Partners LLC | 2.21% | Reduce -15.7% | 47,350 | $4.3M |
| Strategent Financial, LLC | 3.36% | Add +35.2% | 47,005 | $4.3M |
| Cim, LLC | 0.58% | Reduce -1.7% | 46,929 | $4.3M |
| Focus Financial Network, Inc. | 0.17% | Add +0.2% | 46,772 | $4.3M |
| AlphaCore Capital LLC | 0.16% | Add +0.5% | 46,747 | $4.3M |
| Unison Advisors LLC | 0.47% | Reduce -7.4% | 46,151 | $4.2M |
| Leading Edge Financial Planning LLC | 1.18% | Reduce -3.4% | 46,103 | $4.2M |
| FSM Wealth Advisors, LLC | 0.69% | New | 46,144 | $4.2M |
| Stephens Inc. | 0.06% | Reduce -1.6% | 45,970 | $4.2M |
| Western Wealth Management, LLC | 0.25% | Add +23.3% | 45,922 | $4.2M |
| Sage Mountain Advisors LLC | 0.27% | Reduce -11.1% | 45,636 | $4.2M |
| Titleist Asset Management, LLC | 0.42% | Reduce -36.5% | 45,520 | $4.2M |
| MRWM Advisors, LLC | 2.61% | Reduce -60.0% | 45,500 | $4.2M |
| Krilogy Financial LLC | 0.24% | Add +2.8% | 45,356 | $4.2M |
| Climber Capital SA | 2.66% | Reduce -3.7% | 73,760 | $4.2M |
| Net Worth Advisory Group | 0.92% | Reduce -51.7% | 45,103 | $4.1M |
| Upper Left Wealth Management, LLC | 2.75% | Add +1.9% | 44,946 | $4.1M |
| Parkside Financial Bank & Trust | 0.44% | Reduce -23.4% | 44,692 | $4.1M |
| SP Asset Management LLC | 0.33% | Add +0.9% | 44,185 | $4.1M |
| Tillman Hartley LLC | 1.14% | Add +33.0% | 43,786 | $4.0M |
| J.Safra Asset Management Corp | 0.28% | Reduce -21.1% | 43,664 | $4.0M |
| Kintayl Capital LP | 2.50% | Reduce -43.1% | 43,579 | $4.0M |
| Spectrum Planning & Advisory Services Inc. | 2.56% | Add +102.2% | 43,234 | $4.0M |
| Tidal Investments LLC | 0.03% | Reduce -64.0% | 43,325 | $4.0M |
| Northern Trust Corp. | 0.00% | Add +57.0% | 43,140 | $4.0M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -25.1% | 43,179 | $3.9M |
| KG Capital Management | 1.16% | Add +14.3% | 42,872 | $3.9M |
| Empower Advisory Group, LLC | 0.01% | Add +65.4% | 42,728 | $3.9M |
| Moulton Wealth Management, Inc. | 2.93% | Reduce -52.2% | 42,362 | $3.9M |
| Matrix Trust Co | 0.62% | Add +78.8% | 42,198 | $3.9M |
| L.M. Kohn & Company | 1.04% | Reduce -45.8% | 42,177 | $3.9M |
| Channel Wealth LLC | 1.09% | Add +30.6% | 42,140 | $3.9M |
| IFP Advisors, Inc | 0.11% | Reduce -0.9% | 41,820 | $3.8M |
| ZEGA Investments, LLC | 0.95% | Add +392.6% | 41,136 | $3.8M |
| Kennedy Investment Group, Inc. | 1.60% | New | 41,074 | $3.8M |
| Maridea Wealth Management LLC | 0.98% | Reduce -36.9% | 40,980 | $3.8M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -27.4% | 40,891 | $3.8M |
| Silicon Valley Capital Partners | 0.39% | New | 40,886 | $3.8M |
| MBA Advisors LLC | 1.73% | Add +16.2% | 40,749 | $3.7M |
| Moment Partners, LLC | 0.70% | Reduce -5.3% | 40,598 | $3.7M |
| Tevis Investment Management | 2.38% | Add +44.4% | 40,428 | $3.7M |
| Sagespring Wealth Partners, LLC | 0.08% | Reduce -17.3% | 39,721 | $3.6M |
| RDA Financial Network | 0.98% | Add +0.9% | 39,674 | $3.6M |
| Diversified Portfolios, Inc. | 0.34% | Reduce -40.6% | 39,240 | $3.6M |
| Pine Valley Investments Ltd Liability Co | 0.21% | Reduce -1.4% | 38,290 | $3.5M |
| Compound Planning, Inc. | 0.13% | Add +9.9% | 38,122 | $3.5M |
| Marathon Capital Management | 0.90% | Add +66.9% | 38,045 | $3.5M |
| Private Trust Co. NA | 0.33% | Add +7.6% | 38,043 | $3.5M |
| Invenio Wealth Partners LLC | 1.38% | New | 37,844 | $3.5M |
| Coppell Advisory Solutions LLC | 0.41% | Reduce -41.6% | 37,754 | $3.5M |
| Robinswood Financial LLC | 1.22% | Reduce -35.1% | 37,575 | $3.4M |
| Wedbush Securities Inc. | 0.12% | Reduce -8.0% | 37,564 | $3.4M |
| Sagard Holdings Management Inc. | 9.61% | — | 37,458 | $3.4M |
| Financial Network Wealth Advisors LLC | 4.13% | Add +232.8% | 37,037 | $3.4M |
| TLWM | 0.64% | Add +92.0% | 36,608 | $3.4M |
| Smith, Moore & Co. | 0.28% | Reduce -4.9% | 36,349 | $3.3M |
| Cornerstone Investment Partners, LLC | 0.15% | Reduce -1.0% | 36,214 | $3.3M |
| TD Private Client Wealth LLC | 0.08% | Add +5.8% | 36,103 | $3.3M |
| Revisor Wealth Management LLC | 1.19% | Reduce -3.9% | 35,956 | $3.3M |
| IMA Advisory Services, Inc. | 0.35% | Add +20.0% | 35,874 | $3.3M |
| Cullen Capital Management, LLC | 0.04% | Add +59.2% | 35,596 | $3.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.82% | Add +19.0% | 35,544 | $3.3M |
| Stephens Consulting, LLC | 0.77% | Reduce -2.2% | 35,221 | $3.2M |
| Vicus Capital | 0.27% | New | 35,129 | $3.2M |
| Certuity, LLC | 0.30% | Reduce -5.3% | 35,055 | $3.2M |
| Hardman Johnston Global Advisors LLC | 0.14% | Reduce -57.8% | 35,000 | $3.2M |
| Harbour Investments, Inc. | 0.08% | Add +6.1% | 34,773 | $3.2M |
| Prelude Capital Management, LLC | 0.31% | Add +79.2% | 34,610 | $3.2M |
| J. W. Coons Advisors, LLC | 0.72% | Add +28.2% | 34,573 | $3.2M |
| Headinvest, LLC | 0.67% | Add +15.0% | 34,262 | $3.1M |
| Vickerman Investment Advisors, Inc. | 0.67% | Reduce -5.6% | 34,041 | $3.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.13% | Reduce -12.6% | 33,998 | $3.1M |
| Coyle Financial Counsel LLC | 0.83% | Reduce -14.8% | 33,910 | $3.1M |
| Lokken Investment Group LLC | 1.19% | Add +12.6% | 33,670 | $3.1M |
| Beacon Bank & Trust | 0.70% | Reduce -2.7% | 33,622 | $3.1M |
| Prostatis Group LLC | 0.88% | Reduce -92.4% | 33,619 | $3.1M |
| Aviance Capital Partners, LLC | 0.40% | Add +8.7% | 33,601 | $3.1M |
| StoneX Group Inc. | 0.15% | Add +32.8% | 33,547 | $3.1M |
| Bailard, Inc. | 0.07% | No change | 33,289 | $3.1M |
| Spartan Planning & Wealth Management | 2.61% | Reduce -48.1% | 33,279 | $3.1M |
| Portfolio Design Labs, LLC | 0.60% | Reduce -43.0% | 33,243 | $3.0M |
| Curi Capital, LLC | 0.06% | Add +5.7% | 33,201 | $3.0M |
| Choate Investment Advisors | 0.07% | Reduce -26.4% | 33,141 | $3.0M |
| GatePass Capital, LLC | 2.04% | Reduce -1.6% | 33,135 | $3.0M |
| Beacon Wealthcare LLC | 1.14% | Reduce -16.9% | 32,869 | $3.0M |
| Kera Capital Partners, Inc. | 0.59% | New | 32,685 | $3.0M |
| Blair William & Co. | 0.01% | Add +43.7% | 32,474 | $3.0M |
| Capital Group Private Client Services, Inc. | 0.03% | New | 32,460 | $3.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -13.7% | 32,113 | $2.9M |
| Naviter Wealth, LLC | 0.36% | Add +33.2% | 31,902 | $2.9M |
| Ritholtz Wealth Management | 0.06% | New | 31,890 | $2.9M |
| Cary Street Partners Financial LLC | 0.08% | Add +3.0% | 31,760 | $2.9M |
| Bingham Private Wealth, LLC | 2.75% | Reduce -11.6% | 31,465 | $2.9M |
| Family Manage LLC | 0.44% | Reduce -12.9% | 31,458 | $2.9M |
| Richmond Investment Services, LLC | 0.61% | Add +69.5% | 31,390 | $2.9M |
| Permanens Capital L.P. | 0.39% | Add +157.9% | 31,005 | $2.8M |
| Cascade Financial Partners, LLC | 0.34% | Add +11.5% | 30,924 | $2.8M |
| Balboa Wealth Partners | 0.57% | Reduce -88.4% | 30,717 | $2.8M |
| Delta Investment Management, LLC | 0.54% | Reduce -77.1% | 30,543 | $2.8M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -3.2% | 30,278 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.22% | Add +3.4% | 30,144 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +46.5% | 30,012 | $2.8M |
| Concord Asset Management, LLC | 0.41% | Add +56.6% | 29,941 | $2.7M |
| Concord Wealth Partners | 0.40% | Add +52.4% | 29,941 | $2.7M |
| Pinnacle Associates Ltd. | 0.04% | Add +26.6% | 29,606 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -49.9% | 29,477 | $2.7M |
| LaSalle St. Investment Advisors, LLC | 0.74% | Add +83.3% | 29,295 | $2.7M |
| CreativeOne Wealth, LLC | 0.07% | Add +0.1% | 29,120 | $2.7M |
| Tairen Capital Ltd | 0.27% | Add +162.2% | 29,100 | $2.7M |
| Pinkerton Wealth, LLC | 0.31% | Add +101.5% | 28,753 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.44% | Add +3.1% | 28,733 | $2.6M |
| Banco Santander, S.A. | 0.03% | Reduce -66.7% | 28,639 | $2.6M |
| Andina Capital Management, LLC | 1.84% | Add +194.1% | 28,614 | $2.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.07% | Reduce -6.0% | 28,481 | $2.6M |
| Shore Point Advisors, LLC | 1.25% | Add +2.5% | 28,415 | $2.6M |
| Accurate Wealth Management, LLC | 0.39% | Reduce -38.9% | 28,166 | $2.6M |
| Sound Income Strategies, LLC | 0.15% | Reduce -47.7% | 27,908 | $2.6M |
| RiverTree Advisors, LLC | 1.71% | Reduce -60.2% | 27,690 | $2.5M |
| Wesbanco Bank Inc. | 0.07% | New | 27,529 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -6.6% | 27,203 | $2.5M |
| Lake Hills Wealth Management, LLC | 1.43% | Reduce -86.9% | 27,191 | $2.5M |
| 1834 Investment Advisors Co. | 0.32% | Add +9.6% | 27,188 | $2.5M |
| Millennium Management | 0.00% | Reduce -96.0% | 26,920 | $2.5M |
| Brookwood Investment Group LLC | 0.40% | Add +10.0% | 26,894 | $2.5M |
| Ethos Financial Group, LLC | 0.21% | Reduce -4.3% | 26,837 | $2.5M |
| TFB Advisors LLC | 0.64% | Reduce -58.0% | 26,783 | $2.5M |
| Rialto Wealth Management, LLC | 0.68% | Reduce -0.1% | 26,660 | $2.4M |
| Clearstead Advisors, LLC | 0.03% | Add +9.2% | 26,420 | $2.4M |
| Paulson Wealth Management Inc. | 0.62% | Reduce -6.0% | 26,288 | $2.4M |
| Tranquilli Financial Advisor LLC | 1.49% | Reduce -15.2% | 26,265 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | New | 26,235 | $2.4M |
| LongView Asset Management LLC | 1.81% | Reduce -0.8% | 26,137 | $2.4M |
| Spire Wealth Management | 0.09% | Reduce -25.8% | 26,015 | $2.4M |
| Graypoint LLC | 0.13% | Add +1.5% | 25,957 | $2.4M |
| Sykon Capital LLC | 0.85% | Reduce -88.0% | 25,558 | $2.3M |
| Quadcap Wealth Management, LLC | 0.30% | Reduce -14.8% | 25,511 | $2.3M |
| Rovin Capital /Ut/ | 0.71% | Add +6.0% | 25,472 | $2.3M |
| Elevate Capital Advisors, LLC | 1.86% | Add +959.0% | 25,416 | $2.3M |
| DBK Financial Counsel, LLC | 2.11% | Reduce -32.1% | 25,407 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.9% | 25,150 | $2.3M |
| HFG Advisors, Inc. | 1.82% | Reduce -13.8% | 25,110 | $2.3M |
| Copperwynd Financial, LLC | 0.57% | Reduce -14.5% | 25,013 | $2.3M |
| Elmwood Wealth Management, Inc. | 0.91% | Reduce -51.9% | 24,907 | $2.3M |
| Summit X, LLC | 0.42% | Add +85.7% | 24,699 | $2.3M |
| Prosperity Consulting Group, LLC | 0.16% | Add +26.8% | 24,619 | $2.3M |
| SkyOak Wealth, LLC | 0.45% | Add +64.4% | 24,543 | $2.3M |
| Foguth Wealth Management, LLC. | 0.48% | Reduce -41.0% | 24,215 | $2.2M |
| Wallace Advisory Group, LLC | 1.61% | Reduce -20.7% | 24,127 | $2.2M |
| Phil A. Younker & Associates, Ltd. | 2.18% | Reduce -20.1% | 24,079 | $2.2M |
| Money Concepts Capital Corp. | 0.15% | Reduce -64.9% | 24,036 | $2.2M |
| SVB Wealth LLC | 0.12% | Reduce -52.0% | 23,988 | $2.2M |
| Five Pine Wealth Management | 1.63% | Reduce -19.2% | 23,942 | $2.2M |
| Capital Analysts, LLC | 0.07% | Add +3.0% | 23,931 | $2.2M |
| Good Life Advisors, LLC | 0.14% | Add +14.8% | 23,775 | $2.2M |
| Nova R Wealth, Inc. | 1.01% | Reduce -13.1% | 23,744 | $2.2M |
| Independent Wealth Network Inc. | 0.79% | Add +1.0% | 23,744 | $2.2M |
| Sowell Financial Services LLC | 0.09% | Reduce -15.4% | 23,720 | $2.2M |
| Welch Group, LLC | 0.09% | Add +91.4% | 23,718 | $2.2M |
| Mills Wealth Advisors LLC | 0.99% | New | 23,567 | $2.2M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -53.8% | 23,279 | $2.1M |
| Steel Grove Capital Advisors, LLC | 0.25% | Reduce -0.3% | 23,159 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +110.8% | 23,137 | $2.1M |
| Biltmore Wealth Management, LLC | 0.85% | Reduce -7.8% | 22,848 | $2.1M |
| Pecaut & Co. | 0.69% | Reduce -7.8% | 22,713 | $2.1M |
| Colonial River Investments, LLC | 0.88% | Add +360.3% | 22,263 | $2.0M |
| Reyes Financial Architecture, Inc. | 1.74% | Reduce -17.9% | 22,027 | $2.0M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.4% | 21,841 | $2.0M |
| Simplicity Wealth,LLC | 0.08% | Reduce -80.4% | 21,693 | $2.0M |
| Nwam LLC | 0.12% | Add +183.4% | 21,650 | $2.0M |
| Vertex Planning Partners, LLC | 0.41% | Add +35.8% | 21,551 | $2.0M |
| FMR LLC | 0.00% | Add +66.1% | 21,507 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 0.95% | Add +19.4% | 21,412 | $2.0M |
| Rebalance, LLC | 0.13% | Add +2.6% | 21,269 | $2.0M |
| Fullcircle Wealth LLC | 0.72% | Reduce -69.7% | 21,122 | $1.9M |
| Entruity Wealth, LLC | 1.61% | Add +23.3% | 20,679 | $1.9M |
| AXS Investments LLC | 0.77% | Reduce -72.7% | 20,453 | $1.9M |
| Acas, LLC | 1.26% | Add +2.6% | 20,467 | $1.9M |
| Red Door Wealth Management, LLC | 0.22% | Add +1.1% | 20,409 | $1.9M |
| Eastern Bank | 0.04% | Reduce -23.0% | 20,395 | $1.9M |
| International Assets Investment Management, LLC | 0.15% | Reduce -30.8% | 20,263 | $1.9M |
| Ascent Wealth Partners, LLC | 0.23% | Reduce -17.1% | 20,170 | $1.9M |
| LPWM LLC | 0.54% | Add +37.7% | 20,123 | $1.8M |
| Vigilare Wealth Management | 0.69% | Reduce -28.0% | 19,960 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -88.8% | 19,832 | $1.8M |
| PFG Advisors | 0.08% | Add +112.4% | 19,775 | $1.8M |
| Cabot Wealth Management Inc. | 0.22% | Reduce -84.0% | 19,760 | $1.8M |
| BayBridge Capital Group, LLC | 1.15% | Add +20.4% | 19,454 | $1.8M |
| Creekmur Asset Management LLC | 0.31% | Reduce -14.6% | 19,410 | $1.8M |
| Arrowroot Family Office, LLC | 0.80% | — | 19,399 | $1.8M |
| 44 Wealth Management LLC | 0.63% | Add +14.2% | 19,248 | $1.8M |
| Stiles Financial Services Inc | 0.61% | Reduce -20.4% | 19,119 | $1.8M |
| Kopion Asset Management, LLC | 1.18% | Reduce -36.3% | 19,085 | $1.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.24% | No change | 19,074 | $1.7M |
| Hengehold Capital Management LLC | 0.16% | Add +5.3% | 19,001 | $1.7M |
| Financial Management Professionals, Inc. | 0.19% | Add +33.8% | 18,817 | $1.7M |
| Principal Securities, Inc. | 0.03% | Reduce -46.7% | 18,794 | $1.7M |
| Salvus Wealth Management, LLC | 1.01% | Reduce -5.0% | 18,776 | $1.7M |
| Three Cord True Wealth Management, LLC | 1.28% | Reduce -0.7% | 18,741 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Add +13.5% | 18,601 | $1.7M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -11.2% | 18,382 | $1.7M |
| Howard Financial Services, LTD. | 0.22% | Add +22.9% | 18,326 | $1.7M |
| Procyon Advisors, LLC | 0.16% | Add +251.3% | 18,325 | $1.7M |
| Eagle Global Advisors LLC | 0.07% | Reduce -3.3% | 18,300 | $1.7M |
| Traub Capital Management LLC | 1.55% | — | 18,276 | $1.7M |
| Austin Private Wealth, LLC | 0.13% | Reduce -43.2% | 18,255 | $1.7M |
| Copley Financial Group, Inc. | 1.24% | Add +90.8% | 18,231 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +11.0% | 18,224 | $1.7M |
| Werba Rubin Papier Wealth Management | 0.31% | Add +27.7% | 18,026 | $1.7M |
| Tennessee Valley Asset Management Partners | 0.41% | Reduce -57.3% | 17,749 | $1.6M |
| Financial Advocates Investment Management | 0.13% | Reduce -74.9% | 17,619 | $1.6M |
| Mattson Financial Services, LLC | 0.43% | Add +3.9% | 17,570 | $1.6M |
| Wooster Corthell Wealth Management, Inc. | 0.30% | Add +98.9% | 17,536 | $1.6M |
| Serenus Wealth Advisors, LLC | 0.27% | Add +0.4% | 17,468 | $1.6M |
| Castleview Partners, LLC | 1.02% | Add +51.1% | 17,390 | $1.6M |
| Blue Capital, Inc. | 1.12% | — | 17,162 | $1.6M |
| Prescott Group Capital Management, L.L.C. | 0.18% | No change | 17,073 | $1.6M |
| Falcon Wealth Planning | 0.16% | Reduce -32.7% | 17,015 | $1.6M |
| Outbound Financial Inc | 1.41% | — | 16,837 | $1.5M |
| Values First Advisors, Inc. | 0.84% | Reduce -0.9% | 16,829 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Add +82.2% | 16,823 | $1.5M |
| Keystone Wealth Services, LLC | 0.37% | New | 16,812 | $1.5M |
| Petra Financial Advisors Inc. | 0.97% | Add +18.6% | 16,683 | $1.5M |
| TRUE Private Wealth Advisors | 0.17% | Add +20.7% | 16,683 | $1.5M |
| McElhenny Sheffield Capital Management, LLC | 0.41% | Add +21.3% | 16,669 | $1.5M |
| Meitav Investment House Ltd. | 0.02% | Reduce -19.7% | 16,122 | $1.5M |
| Ameliora Wealth Management Ltd. | 0.53% | No change | 16,163 | $1.5M |
| WealthTrak Capital Management LLC | 1.22% | Reduce -47.2% | 15,951 | $1.5M |
| Diligent Investors, LLC | 0.35% | New | 15,875 | $1.5M |
| Essex Financial Services, Inc. | 0.09% | Add +15.9% | 15,710 | $1.4M |
| Fourth Dimension Wealth, LLC | 0.60% | Add +96.3% | 15,608 | $1.4M |
| Seed Wealth Management, Inc. | 1.07% | Reduce -8.7% | 15,600 | $1.4M |
| Momentum Wealth Planning, LLC | 1.24% | — | 15,540 | $1.4M |
| Saxony Capital Management, LLC | 1.09% | Reduce -7.3% | 15,463 | $1.4M |
| Faithward Advisors, LLC | 0.22% | Reduce -2.8% | 15,329 | $1.4M |
| Joel Adams & Associates, Inc. | 1.24% | Reduce -6.1% | 15,290 | $1.4M |
| Unique Wealth, LLC | 0.23% | Add +22.3% | 15,211 | $1.4M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 15,000 | $1.4M |
| World Investment Advisors | 0.03% | Reduce -34.6% | 14,895 | $1.4M |
| ORG Partners LLC | 0.29% | Reduce -1.2% | 14,699 | $1.3M |
| Fulcrum Equity Management | 1.37% | Add +114.8% | 14,519 | $1.3M |
| GAMMA Investing LLC | 0.08% | Reduce -69.3% | 14,449 | $1.3M |
| Realta Investment Advisors | 0.52% | Add +67.2% | 14,437 | $1.3M |
| Sharkey, Howes & Javer | 0.18% | Reduce -57.7% | 14,390 | $1.3M |
| Global Assets Advisory, LLC | 0.51% | Reduce -37.2% | 14,328 | $1.3M |
| Betterment LLC | 0.00% | Reduce -15.4% | 14,154 | $1.3M |
| Addison Capital Co | 0.45% | Add +18.3% | 14,093 | $1.3M |
| Souders Financial Advisors | 0.16% | Reduce -22.9% | 13,986 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +32.8% | 13,851 | $1.3M |
| Axecap Investments, LLC | 0.83% | Add +1.0% | 13,845 | $1.3M |
| Sherman Asset Management, Inc. | 1.11% | New | 13,680 | $1.3M |
| Rockport Wealth LLC | 0.29% | Reduce -5.0% | 13,562 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.09% | No change | 13,528 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.23% | Add +11.9% | 13,399 | $1.2M |
| Brown Financial Advisors | 0.47% | Add +47.2% | 13,251 | $1.2M |
| Journey Strategic Wealth LLC | 0.04% | Add +40.7% | 13,232 | $1.2M |
| Total Investment Management Inc. | 0.17% | Reduce -69.4% | 12,853 | $1.2M |
| Tidemark, LLC | 0.38% | Reduce -2.8% | 12,752 | $1.2M |
| Intellectus Partners, LLC | 0.25% | Reduce -31.4% | 12,707 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -23.6% | 12,502 | $1.1M |
| Goldstream Capital Management Ltd | 0.49% | Reduce -35.2% | 12,504 | $1.1M |
| Capital CS Group, LLC | 1.88% | Reduce -9.8% | 12,487 | $1.1M |
| Creative Financial Designs Inc. | 0.08% | Add +10.4% | 12,354 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.48% | Add +55.7% | 12,331 | $1.1M |
| Savvy Advisors, Inc. | 0.07% | Reduce -5.4% | 12,242 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.40% | New | 12,192 | $1.1M |
| SpringVest Wealth Management LLC | 0.90% | Reduce -23.9% | 12,160 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +188.5% | 12,122 | $1.1M |
| Brown Miller Wealth Management, LLC | 0.35% | New | 12,114 | $1.1M |
| Sfmg, LLC | 0.08% | New | 12,009 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.65% | Reduce -13.3% | 11,997 | $1.1M |
| Waterloo Capital, L.P. | 0.09% | Reduce -58.5% | 11,867 | $1.1M |
| Allen Capital Group, LLC | 0.11% | New | 11,825 | $1.1M |
| National Wealth Management Group, LLC | 0.60% | Add +19.7% | 11,742 | $1.1M |
| TFR Capital, LLC. | 0.39% | Reduce -18.1% | 11,666 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -2.9% | 11,545 | $1.1M |
| CW Advisors, LLC | 0.01% | Reduce -3.4% | 11,520 | $1.1M |
| Coordinated Financial Services, Inc. | 0.74% | — | 11,498 | $1.1M |
| Retirement Capital Strategies | 0.42% | Reduce -87.8% | 11,494 | $1.1M |
| Stratos Investment Management, LLC | 0.05% | Reduce -31.2% | 11,214 | $1.0M |
| First Citizens Financial Corp | 0.56% | Reduce -28.1% | 11,126 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | Reduce -5.7% | 11,015 | $1.0M |
| Fortune Financial Advisors, LLC | 0.81% | Add +25.0% | 10,997 | $1.0M |
| Arlington Trust Co LLC | 0.20% | Reduce -16.8% | 10,997 | $1.0M |
| Global View Capital Management LLC | 0.32% | Reduce -6.0% | 10,917 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +24.5% | 10,906 | $1.0M |
| Arlington Partners LLC | 0.37% | No change | 10,904 | $1.0M |
| Berkshire Asset Management LLC | 0.05% | No change | 10,900 | $1000K |
| Van Hulzen Asset Management, LLC | 0.08% | Reduce -11.9% | 10,648 | $977K |
| Intellus Advisors LLC | 0.14% | Add +63.1% | 10,533 | $966K |
| Presper Financial Architects, LLC | 0.72% | — | 10,512 | $964K |
| Councilor Wealth, LLC | 0.45% | Reduce -7.8% | 10,479 | $961K |
| Hara Capital LLC | 0.59% | New | 10,417 | $956K |
| Cannell & Spears LLC | 0.02% | Add +32.3% | 10,338 | $948K |
| Main Street Financial Solutions, LLC | 0.07% | Add +67.9% | 10,333 | $948K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -0.1% | 10,331 | $948K |
| Capital Planning LLC | 0.30% | Add +1.4% | 10,239 | $939K |
| Verum Partners LLC | 0.22% | New | 10,233 | $939K |
| Smithfield Trust Co | 0.04% | Reduce -12.1% | 10,157 | $933K |
| West Michigan Advisors, LLC | 0.26% | Reduce -5.7% | 10,115 | $928K |
| Barnes Pettey Financial Advisors, LLC | 0.62% | Reduce -7.8% | 10,060 | $923K |
| MFG Wealth Management, Inc. | 0.77% | Reduce -14.6% | 9,982 | $916K |
| Clio Asset Management LLC | 0.72% | Reduce -82.3% | 9,967 | $914K |
| Waverly Advisors, LLC | 0.01% | Add +25.1% | 9,859 | $904K |
| CMC Financial Group | 2.06% | No change | 9,848 | $903K |
| Sunpointe, LLC | 0.36% | New | 9,848 | $903K |
| Waycross Investment Management Co | 0.94% | No change | 9,806 | $900K |
| Portland Investment Counsel Inc. | 0.26% | Reduce -57.8% | 9,789 | $898K |
| Pekin Hardy Strauss, Inc. | 0.10% | Reduce -67.6% | 9,746 | $894K |
| Cornerstone Advisors Asset Management, LLC | 0.17% | Add +6.3% | 9,719 | $892K |
| Thompson Davis & Co., Inc. | 0.60% | Add +1.5% | 9,595 | $880K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -10.5% | 9,492 | $871K |
| Guardian Partners Inc. | 0.08% | Add +8.7% | 9,453 | $865K |
| Marion Wealth Management | 0.21% | Reduce -32.8% | 9,353 | $858K |
| Sharp Wealth Advisory, LLC | 0.55% | Add +5.5% | 9,300 | $853K |
| Elm Partners Management LLC | 0.05% | Reduce -65.9% | 9,160 | $840K |
| Pathstone Holdings, LLC | 0.00% | Reduce -18.3% | 9,118 | $836K |
| Sound Financial Strategies Group, LLC | 0.71% | No change | 9,090 | $834K |
| Dogwood Wealth Management LLC | 0.41% | Add +44.1% | 9,082 | $831K |
| Mitchell Sinkler & Starr | 0.40% | Add +39.5% | 9,027 | $828K |
| Loomis Sayles & Co. L P | 0.00% | No change | 9,000 | $826K |
| GWN Securities Inc. | 0.15% | Reduce -3.7% | 8,958 | $824K |
| First Heartland Consultants, Inc. | 0.07% | Add +64.9% | 8,973 | $823K |
| Traphagen Investment Advisors LLC | 0.08% | Reduce -24.9% | 8,954 | $821K |
| J Hagan Capital, Inc. | 0.55% | Add +196.6% | 8,942 | $820K |
| Alhambra Investment Management LLC | 0.41% | Add +18.1% | 8,911 | $817K |
| Octavia Wealth Advisors, LLC | 0.09% | No change | 8,907 | $817K |
| Fortress Private Ledger, LLC | 0.37% | Reduce -18.3% | 8,905 | $817K |
| Culbertson A N & Co. Inc. | 0.12% | Add +40.0% | 8,865 | $813K |
| Client First Investment Management LLC | 0.50% | Reduce -94.9% | 8,836 | $811K |
| Florida Financial Advisors, LLC | 0.20% | Add +7.0% | 8,812 | $808K |
| Advyzon Investment Management, LLC | 0.18% | Add +71.1% | 8,789 | $806K |
| Plan Group Financial, LLC | 0.26% | New | 8,741 | $802K |
| Miller Investment Management, LP | 0.08% | No change | 8,679 | $796K |
| Lincoln Capital Corp. | 0.30% | Reduce -3.6% | 8,639 | $792K |
| Providence First Trust Co | 0.28% | Reduce -27.3% | 8,570 | $786K |
| Pointe Capital Management LLC | 0.40% | Add +3.0% | 8,391 | $770K |
| DORVAL Corp | 0.27% | Add +25.9% | 8,318 | $763K |
| Wellington Shields Capital Management, LLC | 0.13% | Reduce -33.8% | 8,278 | $759K |
| Arax Advisory Partners | 0.03% | Reduce -96.7% | 8,259 | $758K |
| DMC Group, LLC | 0.59% | New | 8,205 | $753K |
| Destiny Wealth Partners, LLC | 0.10% | Add +79.3% | 8,153 | $748K |
| SteelPeak Wealth, LLC | 0.03% | Add +172.8% | 8,127 | $745K |
| Crew Capital Management, Ltd | 0.54% | Reduce -50.5% | 8,120 | $745K |
| Nvwm, LLC | 0.18% | Reduce -0.4% | 7,951 | $729K |
| Wambolt & Associates, LLC | 0.25% | Add +60.9% | 7,974 | $729K |
| Koss-Olinger Consulting, LLC | 0.06% | New | 7,900 | $725K |
| Medallion Wealth Advisors, LLC | 0.28% | Reduce -0.3% | 7,899 | $722K |
| Stonekeep Investments, LLC | 0.49% | No change | 7,866 | $722K |
| Royal Fund Management, LLC | 0.08% | Add +20.0% | 7,792 | $715K |
| Fig Financial Advisory Services Inc. | 0.48% | Add +30.0% | 7,780 | $714K |
| Regal Investment Advisors LLC | 0.05% | Reduce -61.4% | 7,759 | $712K |
| OneAscent Financial Services LLC | 0.05% | Add +3.0% | 7,753 | $711K |
| Private Advisory Group LLC | 0.07% | Reduce -92.3% | 7,749 | $711K |
| Magnolia Private Wealth, LLC | 0.55% | Reduce -25.7% | 7,721 | $708K |
| Wealthcare Capital Management LLC | 0.07% | Add +34.8% | 7,546 | $692K |
| Transcend Capital Advisors, LLC | 0.05% | Add +48.6% | 7,468 | $685K |
| United Asset Strategies, Inc. | 0.06% | Add +210.5% | 7,465 | $685K |
| Prudential PLC | 0.00% | New | 7,450 | $683K |
| McAdam, LLC | 0.04% | Add +17.2% | 7,375 | $677K |
| Carnegie Investment Counsel | 0.01% | Add +5.6% | 7,371 | $676K |
| Empowered Funds, LLC | 0.01% | Add +10.3% | 7,369 | $674K |
| Stokes Family Office, LLC | 0.07% | No change | 7,305 | $670K |
| Constant Guidance Financial LLC | 0.67% | Reduce -2.2% | 13,135 | $669K |
| Karpus Management, Inc. | 0.02% | Add +11.7% | 7,290 | $669K |
| Navigation Wealth Management, Inc. | 0.98% | New | 7,223 | $663K |
| Redwood Park Advisors LLC | 0.50% | Add +15.1% | 7,175 | $658K |
| Visionary Wealth Advisors | 0.03% | Reduce -35.1% | 7,152 | $656K |
| RMR Capital Management, LLC | 0.47% | Add +0.8% | 7,104 | $652K |
| Affiance Financial, LLC | 0.13% | Add +135.9% | 7,040 | $646K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 6,985 | $641K |
| St Germain D J Co. Inc. | 0.03% | Reduce -42.0% | 6,922 | $635K |
| Eagle Strategies LLC | 0.10% | Reduce -39.6% | 6,889 | $632K |
| Triumph Capital Management | 0.19% | Reduce -3.2% | 6,816 | $625K |
| MAI Capital Management | 0.00% | Add +0.4% | 6,742 | $618K |
| Janney Capital Management LLC | 0.04% | Add +42.7% | 6,681 | $613K |
| Arkfeld Wealth Strategies, L.L.C. | 0.24% | Reduce -71.0% | 6,692 | $612K |
| Westfuller Advisors, LLC | 0.35% | Reduce -8.4% | 6,644 | $609K |
| Wealthcare Capital Partners, LLC | 0.31% | Reduce -35.9% | 6,619 | $607K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -9.4% | 6,619 | $607K |
| XY Planning Network, Inc. | 0.21% | New | 6,614 | $607K |
| Generation Capital Management LLC | 0.47% | Reduce -1.8% | 6,538 | $600K |
| Webster Bank, N. A. | 0.06% | Add +7.4% | 6,487 | $595K |
| Oxinas Partners, LLC | 0.31% | Reduce -75.9% | 6,482 | $595K |
| Leavell Investment Management, Inc. | 0.03% | Add +4.5% | 6,478 | $594K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 6,470 | $593K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -5.3% | 6,409 | $588K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 6,346 | $582K |
| International Private Wealth Advisors LLC | 0.50% | Reduce -48.3% | 6,328 | $580K |
| Aspire Private Capital, LLC | 0.13% | Reduce -82.1% | 6,315 | $579K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +50.2% | 6,305 | $578K |
| Prosperity Wealth Management, Inc. | 0.21% | Add +7.9% | 6,304 | $578K |
| Claro Advisors Inc. | 0.09% | Add +32.1% | 6,269 | $575K |
| Ascent Group, LLC | 0.02% | Reduce -64.1% | 6,095 | $559K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -32.7% | 6,091 | $559K |
| NavPoint Financial, Inc. | 0.34% | Reduce -7.0% | 6,083 | $558K |
| Sloy Dahl & Holst, LLC | 0.08% | No change | 5,965 | $547K |
| United Community Bank | 0.19% | Add +3.2% | 5,949 | $546K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -27.2% | 5,946 | $545K |
| Rede Wealth, LLC | 0.20% | Reduce -7.8% | 5,918 | $543K |
| Discipline Wealth Solutions, LLC | 0.21% | Reduce -76.8% | 5,883 | $540K |
| Joel Isaacson & Co., LLC | 0.02% | Add +1.0% | 5,882 | $540K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.53% | New | 5,867 | $538K |
| Hobart Private Capital, LLC | 0.12% | New | 5,860 | $538K |
| Prospera Financial Services Inc | 0.01% | Add +24.9% | 5,830 | $535K |
| Garden State Investment Advisory Services LLC | 0.14% | New | 5,828 | $535K |
| Ceera Investments, LLC | 0.16% | Reduce -58.6% | 5,810 | $533K |
| Weaver Consulting Group | 0.15% | Add +1.1% | 5,799 | $532K |
| Rothschild Wealth LLC | 0.13% | Reduce -36.1% | 5,793 | $531K |
| Auxano Advisors, LLC | 0.12% | Add +152.0% | 5,779 | $530K |
| American Institute for Advanced Investment Management, LLP | 0.37% | Reduce -12.1% | 5,735 | $526K |
| Sepio Capital, LP | 0.04% | Add +0.6% | 5,705 | $523K |
| Pinnacle Bancorp, Inc. | 0.16% | Add +1747.2% | 5,634 | $517K |
| Beese Fulmer Investment Management, Inc. | 0.04% | New | 5,587 | $512K |
| Rothschild Investment LLC | 0.03% | Reduce -3.4% | 5,586 | $512K |
| CIBC Private Wealth Group LLC | 0.00% | Add +34.8% | 5,567 | $511K |
| PYA Waltman Capital, LLC | 0.15% | Add +0.2% | 5,537 | $508K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +0.6% | 5,494 | $504K |
| M&T Bank Corp | 0.00% | Reduce -22.5% | 5,484 | $503K |
| Kestra Investment Management, LLC | 0.02% | Add +4.8% | 5,470 | $502K |
| Oak Family Advisors, LLC | 0.18% | New | 5,466 | $501K |
| MAS Advisors LLC | 0.82% | Add +35.5% | 5,463 | $501K |
| Schusterman Interests, LLC | 0.76% | No change | 5,460 | $501K |
| WESPAC Advisors, LLC | 0.35% | Add +7.4% | 5,457 | $501K |
| Transatlantique Private Wealth LLC | 0.18% | No change | 5,443 | $499K |
| Cardiff Park Advisors, LLC | 0.04% | Add +147.0% | 5,407 | $496K |
| Heritage Wealth Management, Inc. | 0.16% | Add +10.1% | 5,365 | $492K |
| Keel Point, LLC | 0.03% | No change | 5,355 | $491K |
| Chicago Partners Investment Group LLC | 0.01% | New | 5,308 | $487K |
| Hummer Financial Advisory Services Inc | 0.37% | Add +1.9% | 5,300 | $486K |
| Nemes Rush Group LLC | 0.05% | Add +27.0% | 5,274 | $484K |
| Landmark Wealth Management, Inc. | 0.21% | Reduce -80.9% | 5,262 | $483K |
| Saxon Interests, Inc. | 0.22% | No change | 5,231 | $480K |
| First Financial Bankshares Inc | 0.01% | Reduce -0.5% | 5,228 | $480K |
| Regimen Wealth, LLC | 0.15% | Add +22.5% | 5,214 | $478K |
| Kickstand Ventures, Llc. | 0.11% | Reduce -20.7% | 5,187 | $476K |
| Transcendent Capital Group LLC | 0.24% | Reduce -55.7% | 5,185 | $476K |
| Briaud Financial Planning Inc | 0.19% | No change | 5,170 | $474K |
| IRON Financial LLC | 0.25% | New | 5,108 | $469K |
| Financial Gravity Companies, Inc. | 0.09% | — | 5,107 | $468K |
| Paladin Wealth, LLC | 0.36% | Add +24.9% | 5,061 | $464K |
| Hamilton Capital, LLC | 0.03% | Reduce -11.6% | 5,003 | $459K |
| Catalyst Capital Advisors LLC | 0.01% | No change | 5,000 | $459K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -14.0% | 4,990 | $458K |
| Platform Technology Partners | 0.12% | Add +122.0% | 4,984 | $457K |
| TCP Asset Management, LLC | 0.09% | Reduce -11.5% | 4,981 | $457K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +59.9% | 4,975 | $456K |
| NTV Asset Management LLC | 0.05% | New | 4,935 | $453K |
| Kiker Wealth Management, LLC | 0.25% | Add +2815.5% | 4,898 | $449K |
| Fisher Asset Management | 0.00% | Reduce -22.6% | 4,864 | $446K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -14.9% | 4,847 | $445K |
| Stonegate Investment Group, LLC | 0.01% | Add +30.8% | 4,847 | $445K |
| Summa Corp. | 0.23% | New | 4,843 | $444K |
| Formidable Asset Management, LLC | 0.07% | No change | 4,836 | $444K |
| Capital Square, LLC | 0.24% | New | 4,821 | $441K |
| Alteri Wealth LLC | 0.17% | Add +116.0% | 4,799 | $440K |
| Invst, LLC | 0.05% | New | 4,747 | $435K |
| Roehl & Yi Investment Advisors, LLC | 0.22% | Reduce -38.6% | 4,741 | $435K |
| VestGen Advisors, LLC | 0.02% | Reduce -26.7% | 4,751 | $435K |
| Flagstar Securities, Inc. | 0.12% | Reduce -37.5% | 4,726 | $434K |
| Columbia Advisory Partners LLC | 0.33% | Add +1.5% | 4,715 | $433K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -46.9% | 4,696 | $431K |
| Redwood Investment Management, LLC | 0.05% | Add +102.0% | 4,686 | $430K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -21.6% | 4,667 | $428K |
| Access Financial Services, Inc. | 0.16% | New | 4,654 | $427K |
| Cidel Asset Management Inc. | 0.03% | New | 4,610 | $423K |
| Silverleafe Capital Partners, LLC | 0.15% | Reduce -7.7% | 4,604 | $422K |
| Motiv8 Investments LLC | 0.26% | Reduce -39.2% | 4,593 | $421K |
| Eldridge Investment Advisors, Inc. | 0.09% | Add +10.9% | 4,600 | $421K |
| Golden State Wealth Management, LLC | 0.05% | Add +18.9% | 4,565 | $419K |
| Symphony Financial, Ltd. Co. | 0.05% | New | 4,551 | $416K |
| Morton Capital Management LLC | 0.07% | New | 4,487 | $412K |
| Ascentis Independent Advisors | 0.08% | Add +91.0% | 4,475 | $410K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -1.1% | 4,461 | $409K |
| Farrow Financial, Inc. | 0.24% | Reduce -11.4% | 4,402 | $404K |
| Left Brain Wealth Management, LLC | 0.14% | New | 4,401 | $404K |
| Main Management LLC | 0.03% | Reduce -5.1% | 4,386 | $402K |
| HCR Wealth Advisors | 0.05% | Reduce -10.4% | 4,305 | $395K |
| Capital Advisors Wealth Management, LLC | 0.06% | Reduce -41.1% | 4,303 | $395K |
| Lanark Financial, Inc. | 0.03% | Add +451.3% | 4,300 | $394K |
| Cape Investment Advisory, Inc. | 0.14% | Add +9.5% | 4,283 | $393K |
| EWG Elevate Inc. | 0.12% | Reduce -17.7% | 4,238 | $389K |
| SPG Advisors LLC | 4.66% | — | 4,236 | $389K |
| Chicago Capital, LLC | 0.01% | Reduce -31.6% | 4,227 | $388K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -1.1% | 4,208 | $386K |
| MMBG Investment Advisors Co. | 0.04% | Add +13.5% | 4,193 | $385K |
| Argent Trust Co | 0.01% | Reduce -17.9% | 4,136 | $379K |
| Life Line Wealth Management LLC | 0.12% | Reduce -0.6% | 4,133 | $379K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +18.4% | 4,075 | $374K |
| Ignite Planners, LLC | 0.06% | Reduce -28.9% | 4,038 | $370K |
| Bravias Capital Group, LLC | 0.27% | Reduce -12.7% | 4,003 | $367K |
| Magnus Financial Group LLC | 0.03% | Reduce -52.3% | 4,000 | $367K |
| LGL Partners, LLC | 0.16% | Reduce -27.3% | 4,000 | $366K |
| Thrive Wealth Management, LLC | 0.06% | Add +0.1% | 3,969 | $364K |
| CENTRAL TRUST Co | 0.01% | Reduce -9.8% | 3,941 | $362K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 3,874 | $355K |
| Wealth Advisory Solutions, LLC | 0.09% | Add +2.6% | 3,870 | $355K |
| Premier Path Wealth Partners, LLC | 0.05% | Add +0.5% | 3,863 | $354K |
| Lowe Wealth Advisors, LLC | 0.14% | Add +12.9% | 3,819 | $350K |
| Lee Johnson Capital Management, LLC | 0.12% | Add +61.4% | 3,818 | $350K |
| Kovack Advisors, Inc. | 0.03% | Add +9.1% | 3,814 | $350K |
| Evergreen Capital Management LLC | 0.01% | Add +0.9% | 3,805 | $349K |
| GeoWealth Management, LLC | 0.01% | Reduce -93.9% | 3,787 | $347K |
| Larson Financial Group LLC | 0.01% | Add +4.1% | 3,763 | $345K |
| Stonebridge Financial Planning Group, LLC | 0.14% | Reduce -26.8% | 3,751 | $344K |
| Soundwatch Capital LLC | 0.06% | Add +4131.4% | 96,731 | $343K |
| Encompass More Asset Management | 0.08% | Reduce -88.6% | 3,738 | $343K |
| Valmark Advisers, Inc. | 0.00% | Add +1.0% | 3,730 | $342K |
| New Century Financial Group, LLC | 0.40% | Reduce -81.8% | 3,711 | $340K |
| Littlejohn Financial Services, Inc. | 0.26% | New | 3,705 | $340K |
| Valtinson Bruner Financial Planning LLC | 0.11% | New | 3,703 | $340K |
| Stonebridge Capital Advisors LLC | 0.03% | Add +2.5% | 3,664 | $336K |
| Accredited Investors Inc. | 0.02% | New | 3,660 | $336K |
| Belvedere Trading LLC | 0.03% | Reduce -4.2% | 3,587 | $329K |
| Priebe Wealth Holdings LLC | 0.28% | Reduce -22.9% | 3,580 | $328K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2904.2% | 3,575 | $328K |
| Financial Architects, LLC | 0.20% | Add +0.7% | 3,570 | $327K |
| Raleigh Capital Management Inc. | 0.14% | Reduce -80.2% | 3,550 | $326K |
| Destination Wealth Management | 0.01% | No change | 3,543 | $325K |
| Tower Wealth Partners, Inc. | 0.19% | Reduce -40.1% | 3,532 | $324K |
| M1 Capital Management LLC | 0.16% | Add +8.3% | 3,502 | $321K |
| Brentview Investment Management LLC | 0.16% | Add +40.0% | 3,500 | $321K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 3,500 | $321K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 3,500 | $321K |
| EdgeRock Capital LLC | 0.10% | Reduce -5.5% | 3,473 | $319K |
| Quaker Wealth Management, LLC | 0.11% | — | 3,471 | $318K |
| Endowment Wealth Management, Inc. | 0.16% | Reduce -2.9% | 3,440 | $316K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 3,433 | $315K |
| Phillips Wealth Planners LLC | 0.29% | Add +39.4% | 3,441 | $315K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -6.9% | 3,417 | $313K |
| Apexium Financial, LP | 0.02% | Add +15.2% | 3,381 | $310K |
| Little House Capital LLC | 0.08% | Reduce -76.5% | 3,333 | $306K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -3.0% | 3,318 | $304K |
| 4WEALTH Advisors, Inc. | 0.32% | Add +2.4% | 3,315 | $304K |
| Loudon Investment Management, LLC | 0.17% | Reduce -18.1% | 3,313 | $304K |
| Talisman Wealth Advisors LLC | 0.28% | Add +42.0% | 3,295 | $302K |
| Kinloch Capital, LLC | 0.14% | No change | 3,274 | $300K |
| Cypress Point Wealth Management, LLC | 0.07% | Add +1.1% | 3,258 | $299K |
| LifeGoal Investments, LLC | 0.28% | Reduce -45.1% | 3,251 | $298K |
| Empirical Asset Management, LLC | 0.09% | Reduce -5.6% | 3,245 | $298K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -95.0% | 3,244 | $298K |
| Latitude Advisors, LLC | 0.15% | Add +1.9% | 3,243 | $297K |
| White Lighthouse Investment Management Inc. | 0.05% | Reduce -4.9% | 3,230 | $296K |
| City Center Advisors, LLC | 0.32% | Add +0.5% | 3,228 | $296K |
| OneAscent Investment Solutions LLC | 0.31% | Reduce -30.0% | 3,207 | $294K |
| Moors & Cabot, Inc. | 0.01% | New | 3,201 | $294K |
| PenderFund Capital Management Ltd. | 0.16% | New | 3,200 | $294K |
| Swmg, LLC | 0.10% | Reduce -87.6% | 3,196 | $293K |
| Total Clarity Wealth Management, Inc. | 0.08% | Reduce -6.3% | 3,165 | $290K |
| Rossby Financial, LCC | 0.11% | Reduce -83.4% | 3,112 | $285K |
| Kingstone Capital Partners Texas, LLC | 0.19% | New | 3,112 | $285K |
| Kings Path Partners LLC | 0.11% | Reduce -65.2% | 3,076 | $282K |
| Opal Wealth Advisors, LLC | 0.08% | Reduce -37.1% | 3,047 | $280K |
| Decker Retirement Planning Inc. | 0.16% | Add +0.7% | 3,042 | $279K |
| Second Line Capital, LLC | 0.06% | Reduce -4.5% | 2,998 | $275K |
| Argyle Capital Management, LLC | 0.10% | Reduce -1.9% | 2,987 | $274K |
| Paragon Private Wealth Management, LLC | 0.11% | Add +8.6% | 2,965 | $272K |
| Occidental Asset Management, LLC | 0.04% | New | 2,954 | $271K |
| Peak Asset Management, LLC | 0.05% | Reduce -81.3% | 2,943 | $270K |
| NBT Bank, N.A. | 0.02% | Reduce -11.7% | 2,935 | $269K |
| OneAscent Wealth Management LLC | 0.10% | Reduce -13.4% | 2,930 | $269K |
| Deane Retirement Strategies, Inc. | 0.12% | Reduce -33.0% | 2,911 | $267K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 2,901 | $266K |
| HB Wealth Management, LLC | 0.00% | Add +20.6% | 2,883 | $265K |
| Strategic Investment Solutions, Inc. | 0.08% | No change | 2,879 | $264K |
| Breed's Hill Capital LLC | 0.13% | Add +4.0% | 2,859 | $262K |
| Secure Asset Management, LLC | 0.05% | Add +8.6% | 2,842 | $261K |
| Roman Butler Fullerton & Co. | 0.08% | Reduce -6.1% | 2,801 | $257K |
| Matauro, LLC | 0.05% | Add +18.7% | 2,789 | $256K |
| PAX Financial Group, LLC | 0.05% | New | 2,775 | $255K |
| LifeWealth Investments, LLC | 0.09% | New | 2,736 | $251K |
| Novem Group | 0.03% | Reduce -10.9% | 2,731 | $251K |
| Root Financial Partners, LLC | 0.02% | Reduce -21.5% | 2,699 | $248K |
| Apeiron RIA LLC | 0.06% | Add +4.2% | 2,684 | $246K |
| Blue Trust, Inc. | 0.00% | Add +329.5% | 2,633 | $241K |
| Berry Wealth Group, LP | 0.17% | Reduce -14.9% | 2,616 | $240K |
| Global Financial Private Client, LLC | 0.09% | Reduce -42.2% | 2,598 | $238K |
| Wealth Alliance, LLC | 0.03% | New | 2,563 | $235K |
| Lord & Richards Wealth Management, LLC | 0.25% | Reduce -82.1% | 2,557 | $235K |
| Smith Salley Wealth Management | 0.01% | New | 2,546 | $234K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -2.8% | 2,534 | $232K |
| MRA Advisory Group | 0.11% | Reduce -97.6% | 2,525 | $232K |
| L & S Advisors Inc | 0.03% | New | 2,518 | $231K |
| Beacon Financial Advisory LLC | 0.06% | New | 2,485 | $228K |
| WealthBridge Capital Management, LLC | 0.06% | Add +0.4% | 2,479 | $227K |
| SageView Advisory Group, LLC | 0.01% | New | 2,467 | $226K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -26.4% | 2,458 | $225K |
| Continental Investors Services, Inc. | 0.41% | Add +10.1% | 3,269 | $225K |
| Cadence Bank | 0.01% | New | 2,433 | $223K |
| Mairs & Power Inc. | 0.00% | New | 2,431 | $223K |
| Ironwood Investment Counsel, LLC | 0.03% | Reduce -22.2% | 2,430 | $223K |
| Fiduciary Trust Co | 0.00% | New | 2,394 | $220K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +41.7% | 2,368 | $217K |
| Lloyd Advisory Services, LLC. | 0.10% | Reduce -1.5% | 2,367 | $217K |
| United Advisor Group, LLC | 0.04% | Reduce -75.5% | 2,359 | $216K |
| Jacobson & Schmitt Advisors, LLC | 0.04% | New | 2,354 | $216K |
| Verity Asset Management, Inc. | 0.10% | Add +3.7% | 2,342 | $215K |
| Opulen Financial Group LLC | 0.17% | Reduce -44.6% | 2,309 | $212K |
| Scott Marsh Financial, LLC | 0.08% | — | 2,302 | $211K |
| Oldfather Financial Services, LLC | 0.07% | Reduce -0.7% | 2,290 | $210K |
| Burney Co./ | 0.01% | New | 2,272 | $208K |
| Liberty Wealth Management LLC | 0.03% | New | 2,246 | $206K |
| GEM Asset Management, LLC | 0.11% | No change | 2,250 | $206K |
| Berkeley Capital Partners, LLC | 0.05% | Reduce -8.2% | 2,230 | $205K |
| Iron Gate Global Advisors LLC | 0.02% | Reduce -49.2% | 2,221 | $204K |
| Lake Street Private Wealth, LLC | 0.03% | Add +1.0% | 2,219 | $204K |
| Valued Retirements, Inc. | 0.23% | No change | 2,200 | $202K |
| Fayez Sarofim & Co | 0.00% | No change | 2,200 | $202K |
| Sunbelt Securities, Inc. | 0.02% | Add +18.0% | 2,196 | $201K |
| Buck Wealth Strategies, LLC | 0.03% | New | 2,187 | $201K |
| Cottage Street Advisors LLC | 0.10% | No change | 2,185 | $200K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -90.6% | 2,107 | $193K |
| Bogart Wealth, LLC | 0.01% | Add +1.0% | 2,103 | $193K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -99.9% | 2,097 | $192K |
| Park Square Financial Group, LLC | 0.14% | Add +79.4% | 2,094 | $192K |
| Evolution Wealth Management Inc. | 0.24% | — | 2,082 | $191K |
| Howe & Rusling Inc. | 0.01% | Reduce -25.6% | 1,844 | $169K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -29.4% | 1,729 | $159K |
| Scarborough Advisors, LLC | 0.03% | New | 1,704 | $156K |
| Stelac Advisory Services LLC | 0.06% | Reduce -97.4% | 1,617 | $148K |
| Ascentis Wealth Management, LLC | 0.04% | Reduce -13.1% | 1,611 | $147K |
| Simplex Trading, LLC | 0.00% | Reduce -59.7% | 1,608 | $147K |
| Hollencrest Capital Management | 0.01% | Add +11.4% | 1,533 | $141K |
| Richardson Financial Services Inc. | 0.09% | Reduce -66.1% | 1,534 | $140K |
| Capital Investment Counsel, Inc | 0.02% | No change | 1,476 | $135K |
| Highline Wealth Partners LLC | 0.04% | Add +1.1% | 1,450 | $133K |
| Principia Wealth Advisory, LLC | 0.11% | New | 1,395 | $128K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -37.3% | 1,343 | $123K |
| CVA Family Office, LLC | 0.02% | New | 1,338 | $123K |
| Consultiva Wealth Management, Corp. | 0.36% | No change | 1,287 | $118K |
| Solstein Capital, LLC | 0.06% | No change | 1,278 | $117K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,100 | $101K |
| Alerus Financial NA | 0.01% | New | 1,100 | $101K |
| MPWM Advisory Solutions, LLC | 0.06% | New | 1,092 | $100K |
| Toronto Dominion Bank | 0.00% | Add +2.0% | 1,041 | $96K |
| Clark Wealth Partners | 0.06% | Add +1.0% | 1,038 | $95K |
| WealthShield Partners, LLC | 0.01% | Add +1813.0% | 1,033 | $95K |
| Covestor Ltd | 0.05% | Add +24.6% | 969 | $89K |
| Ogorek Anthony Joseph /NY/ | 0.03% | Add +0.4% | 970 | $89K |
| Hemington Wealth Management | 0.01% | No change | 967 | $88K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -55.1% | 920 | $84K |
| Smartleaf Asset Management LLC | 0.01% | Add +67.7% | 907 | $83K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -11.0% | 830 | $76K |
| Crewe Advisors LLC | 0.01% | Add +12.9% | 825 | $76K |
| Raffa Wealth Management, LLC | 0.01% | Add +1.1% | 812 | $74K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | New | 748 | $69K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -43.7% | 673 | $62K |
| Copia Wealth Management | 0.05% | No change | 651 | $60K |
| LFA - Lugano Financial Advisors SA | 0.04% | No change | 650 | $59K |
| Costello Asset Management, INC | 0.02% | Reduce -28.9% | 595 | $55K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.0% | 591 | $54K |
| Winthrop Capital Management, LLC | 0.01% | Add +5.4% | 589 | $54K |
| GHP Investment Advisors, Inc. | 0.00% | Add +34.4% | 586 | $54K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 566 | $52K |
| Bangor Savings Bank | 0.00% | New | 546 | $50K |
| Trust Co. of Vermont | 0.00% | Reduce -78.6% | 502 | $46K |
| Dunhill Financial, LLC | 0.01% | New | 500 | $46K |
| Ameriflex Group, Inc. | 0.02% | Add +205.1% | 482 | $44K |
| MeadowBrook Investment Advisors LLC | 0.04% | New | 474 | $43K |
| Anfield Capital Management, LLC | 0.01% | No change | 464 | $43K |
| Western Pacific Wealth Management, LP | 0.04% | New | 412 | $38K |
| Westwind Capital | 0.01% | Reduce -38.8% | 367 | $34K |
| Global Trust Asset Management, LLC | 0.02% | No change | 340 | $31K |
| Balentine LLC | 0.00% | No change | 335 | $31K |
| Ancora Advisors LLC | 0.00% | Add +135.8% | 316 | $29K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +11.4% | 313 | $29K |
| Bristlecone Advisors, LLC | 0.00% | No change | 300 | $28K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -4.5% | 300 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -99.5% | 270 | $25K |
| Piscataqua Savings Bank | 0.02% | No change | 263 | $24K |
| Pacifica Partners Inc. | 0.01% | No change | 255 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 252 | $23K |
| Ridgewood Investments LLC | 0.01% | No change | 226 | $21K |
| Main Street Group, LTD | 0.01% | Reduce -47.6% | 220 | $20K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 216 | $20K |
| Catherine Avery Investment Management LLC | 0.01% | Reduce -99.7% | 204 | $19K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 202 | $19K |
| Provident Wealth Management, LLC | 0.01% | Reduce -86.3% | 176 | $16K |
| UMB Bank, n.a. | 0.00% | Add +374.3% | 166 | $15K |
| Atlantic Union Bankshares Corp | 0.00% | New | 153 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 150 | $14K |
| Avion Wealth | 0.00% | Reduce -77.5% | 152 | $13K |
| Dagco, Inc. | 0.00% | No change | 135 | $12K |
| Franklin Resources Inc. | 0.00% | Reduce -56.5% | 134 | $12K |
| Colonial Trust Co / SC | 0.00% | Reduce -78.7% | 125 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 124 | $11K |
| Cheviot Value Management, LLC | 0.00% | No change | 108 | $10K |
| LRI Investments, LLC | 0.00% | No change | 107 | $10K |
| Wellington Shields & Co., LLC | 0.00% | No change | 99 | $9K |
| Key Financial Inc | 0.00% | No change | 95 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +12.8% | 88 | $8K |
| REAP Financial Group, LLC | 0.00% | No change | 84 | $8K |
| TCTC Holdings, LLC | 0.00% | No change | 80 | $7K |
| NFSG Corp | 0.00% | Reduce -53.4% | 76 | $7K |
| IMG Wealth Management, Inc. | 0.01% | Add +1.4% | 74 | $7K |
| Belmont Capital, LLC | 0.00% | Reduce -39.2% | 73 | $7K |
| Integrity Financial Corp | 0.00% | No change | 70 | $6K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 69 | $6K |
| Painted Porch Advisors LLC | 0.00% | New | 64 | $6K |
| Coastline Trust Co | 0.00% | No change | 61 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 57 | $5K |
| Cornerstone Planning Group LLC | 0.00% | No change | 55 | $5K |
| Aventura Private Wealth, LLC | 0.00% | Add +223.5% | 55 | $5K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 52 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -57.3% | 50 | $5K |
| Evergreen Private Wealth LLC | 0.00% | No change | 43 | $4K |
| City Holding Co. | 0.00% | Reduce -56.0% | 40 | $4K |
| Nordwand Advisors, LLC | 0.00% | No change | 39 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 38 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 35 | $3K |
| Nova Wealth Management, Inc. | 0.00% | New | 30 | $3K |
| Bfsg, LLC | 0.00% | No change | 28 | $3K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 26 | $2K |
| Crews Bank & Trust | 0.00% | No change | 23 | $2K |
| Fifth Third Bancorp | 0.00% | Reduce -43.9% | 23 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 22 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 21 | $2K |
| Brooklyn Investment Group | 0.00% | New | 16 | $1K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -98.2% | 15 | $1K |
| WFA of San Diego, LLC | 0.00% | — | 15 | $1K |
| City State Bank | 0.00% | No change | 13 | $1K |
| Kilter Group LLC | 0.00% | New | 10 | $920 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 10 | $917 |
| Colonial Trust Advisors | 0.00% | New | 8 | $762 |
| Bokf, NA | 0.00% | Reduce -55.6% | 8 | $734 |
| HighMark Wealth Management LLC | 0.00% | No change | 1 | $105 |
| Bellwether Advisors, LLC | 0.00% | No change | 1 | $92 |
"% of holder's portfolio" is BIL's weight in each manager's 13F, not the share of SS SPDR BB 1-3M T-Bill ETF the manager owns.